Investment Analyst — Portfolio Strategy & Growth

National Bank of Canada; Quebec; On-site; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Job summary

A leading Canadian bank is seeking an Investment Analyst to join their Wealth Management team. This role involves analyzing stocks and securities, creating and updating portfolios, and preparing financial reports. Candidates should have a bachelor's degree in Finance, at least three years of experience, and knowledge of Croesus 8+. The bank offers a comprehensive benefits package including health and wellness programs, flexible insurance, and an employee share ownership plan.

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 stocks and other securities.
• Create and update model portfolios.
• Track portfolio performance.
• Produce financial reports.
• Prepare recommendations for new clients.

Skills

Analytical thinking

Knowledge of financial instruments

Communication

Education

Bachelor’s degree in Finance or related field

CFA and/or CIM designation

Tools

Croesus 8+ asset

Job description

A leading Canadian bank is seeking an Investment Analyst to join their Wealth Management team. This role involves analyzing stocks and securities, creating and updating portfolios, and preparing financial reports. Candidates should have a bachelor's degree in Finance, at least three years of experience, and knowledge of Croesus 8+. The bank offers a comprehensive benefits package including health and wellness programs, flexible insurance, and an employee share ownership plan.