Investment Analyst

National Bank; London; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking financial institution as an Investment Analyst, where your analytical skills and passion for finance will make a significant impact. You'll be part of a dynamic team dedicated to managing client investments strategically. Your role involves analyzing various securities, creating model portfolios, and staying updated on economic trends. This innovative firm values inclusivity and promotes a positive work environment, encouraging employee feedback and participation in community initiatives. If you're ready to contribute to a mission that positively impacts lives, this opportunity is perfect for you.

Benefits

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community initiatives involvement

Virtual sleep clinic

Qualifications

• 3+ years of experience in the securities industry required.
• Completion of Canadian Securities Course and Conduct and Practices Handbook Course.

Responsibilities

• Analyze and track stocks and securities for investment portfolios.
• Create and update model portfolios regularly.
• Prepare recommendations for new clients.

Skills

Analytical Skills

Financial Analysis

Investment Management

Economic Awareness

Education

Bachelor's degree in Finance

CFA designation

CIM designation

Tools

Croesus 8+

Job description

A career as an Investment Analyst at National Bank Financial - Wealth Management means that you’ll be part of a team of 1,000 investment advisors in the 5th largest investment brokerage firm in Canada. In this position, you’ll use your analytical mind and passion for finance to have a positive impact on our organization. Your role is to bring value to our clients by strategically managing their investments.

Responsibilities

• Analyze and track individual stocks, exchange-traded funds, investment funds and other securities that may be included in investment portfolios.
• Create and regularly update model portfolios.
• Stay up to date on the latest economic news.
• Help managers prepare recommendations for new clients.
• Contribute actively to the preparation of bi-monthly investment committee meetings.

Prerequisites

• Bachelor's degree in Finance or a related field.
• Three years of experience in the securities industry.
• Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook Course.
• CFA and/or CIM designation.
• Knowledge of Croesus 8+ asset.

Benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family:

• Health and wellness program, including many options.
• Employee Share Ownership Plan.
• Employee and Family Assistance Program.
• Preferential banking services.
• Opportunities to get involved in community initiatives.
• Virtual sleep clinic.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

Inclusivity

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?