Investment Analyst: Build Client Portfolios & Insights

National Bank; Hamilton; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading Canadian investment firm is seeking an Investment Analyst to join their Wealth Management team in Hamilton, Ontario. This role involves supporting client portfolio management, ensuring compliance, and contributing to investment operations. The ideal candidate has 5+ years of experience in wealth management, a Bachelor's degree in Finance, and strong analytical skills. The position comes with competitive compensation and flexible benefits designed to support employee wellbeing.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Virtual sleep clinic

Qualifications

• 5+ years of experience in the securities or wealth management industry.
• Strong understanding of portfolio construction and compliance workflows.
• Detail-oriented and comfortable in a fast-paced environment.

Responsibilities

• Support the advisor in preparing personalized proposals and recommendations.
• Review client portfolios for rebalancing and GIC maturities.
• Analyze and track individual stocks, ETFs, and investment funds.

Skills

Analytical strength

Financial insight

Attention to detail

Professional communication skills

Organizational skills

Education

Bachelor’s degree in Finance or related field

CFA and/or CIM designation

Completion of Canadian Securities Course (CSC)

Tools

Salesforce

Croesus

Job description

A leading Canadian investment firm is seeking an Investment Analyst to join their Wealth Management team in Hamilton, Ontario. This role involves supporting client portfolio management, ensuring compliance, and contributing to investment operations. The ideal candidate has 5+ years of experience in wealth management, a Bachelor's degree in Finance, and strong analytical skills. The position comes with competitive compensation and flexible benefits designed to support employee wellbeing.