Investment Analyst

Banque Nationale du Canada; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A major financial institution in Toronto is seeking an Investment Analyst to join the Wealth Management team. In this role, you will analyze various investments and help manage client portfolios. Ideal candidates will have a Bachelor's degree in Finance, relevant industry experience, and a passion for financial markets. The company offers a range of benefits including wellness programs and opportunities for professional development.

Benefits

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Virtual sleep clinic

Qualifications

• Three years of experience in the securities industry.
• Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook Course.

Responsibilities

• Analyze and track individual stocks, exchange-traded funds, and other securities.
• 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.

Skills

Analytics

Communication

Critical Thinking

Financial Markets

Investments

Multitasking

Organization Skills

Problem Solving

Stress Management

Teamwork

Time Management

Wealth Management

Accountability

Education

Bachelor's degree in Finance or a related field

CFA and/or CIM designation

Tools

Croesus 8+ asset

Job description

Overview

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

Team

You’ll join a team of portfolio managers where you’ll play an essential role.

We offer a wide range of ongoing learning opportunities for your development, including hands-on learning, training courses, and collaboration with colleagues who have varied profiles and expertise.

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

Languages and Skills

Analytics, Communication, Critical Thinking, Financial Markets, Investments, Multitasking, Organization Skills, Problem Solving, Proposal Generation, Stress Management, Taxations, Teamwork, Time Management, Wealth Management, Accountability

Benefits

• 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

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Company Culture and Accessibility

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.

We\'re putting people first

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?

Come live your ambitions with us!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person\'s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates!