Investment Analyst – Build & Optimize Client Portfolios

Banque Nationale du Canada; Brossard; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement

Job summary

National Bank Financial - Wealth Management in Canada is seeking an Investment Analyst to join a team of 1,000 investment advisors. You will analyze securities, create model portfolios, and stay current on economic news to inform client investments.

You'll contribute to recommendations for new clients and participate in bi-monthly investment committee meetings, while collaborating with portfolio managers and enjoying strong learning opportunities.

Qualifications

• Bachelor's degree in Finance or a related field.
• Three years of experience in the securities industry.
• CSC and CPH or CIRE (Canadian Investment Regulatory Exam).
• CFA and/or CIM designation.
• Excellent interpersonal and communication skills.
• Comfortable with technological tools.

Responsibilities

• Analyze and track individual stocks, ETFs, investment 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 to bi-monthly investment committee meetings.

Skills

Analytics

Financial Markets

Investments

Multitasking

Problem Solving

Teamwork

Digital literacy

Learning Agility

Detail-oriented

Education

Bachelor's degree in Finance or related field

CSC/CPH or CIRE

CFA and/or CIM designation

Tools

Technological tools

Job description

National Bank Financial - Wealth Management in Canada is seeking an Investment Analyst to join a team of 1,000 investment advisors. You will analyze securities, create model portfolios, and stay current on economic news to inform client investments.

You'll contribute to recommendations for new clients and participate in bi-monthly investment committee meetings, while collaborating with portfolio managers and enjoying strong learning opportunities.