Investment Analyst: Portfolio Strategy & Client Advisory

National Bank; Warminster; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian investment firm in Warminster is seeking an Investment Analyst to support advisory practices. The ideal candidate will have strong analytical skills and financial insight to optimize client portfolio management. Responsibilities include preparing personalized client proposals, reviewing portfolios for compliance, and staying updated on market trends. This role offers a dynamic workplace with various employee benefits.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Telemedicine service

Virtual sleep clinic

Qualifications

• Support the advisor in the preparation of personalized proposals and recommendations.
• Review client portfolios for rebalancing and compliance updates.
• Analyze and track individual stocks, ETFs, and investment funds.

Responsibilities

• Prepare for client meetings by assembling agendas and portfolio reports.
• Coordinate new client onboarding activities and ensure CRM accuracy.
• Stay up to date on the latest economic and market trends.

Skills

Analytical strength

Financial insight

Attention to detail

Tools

Salesforce

Job description

A leading Canadian investment firm in Warminster is seeking an Investment Analyst to support advisory practices. The ideal candidate will have strong analytical skills and financial insight to optimize client portfolio management. Responsibilities include preparing personalized client proposals, reviewing portfolios for compliance, and staying updated on market trends. This role offers a dynamic workplace with various employee benefits.