Analyst in Wealth Management

Position: Analyst Role in Wealth Management
Enhance investment strategies as an Investment Analyst with National Bank Financial's Wealth Management team in Lac-Mégantic. Utilize your financial expertise to analyze portfolios and drive client success.

Joining the dynamic Gagnon Advisory Group means contributing to effective investment decisions. You will actively analyze stocks, ETFs, and mutual funds, update model portfolios, and help prepare for bi-monthly investment meetings. The role emphasizes financial reporting and staying informed on economic news to optimize client investments.

Key Responsibilities:

• Analyze individual stocks and investment securities

• Regularly update and create model portfolios

• Monitor portfolio performance metrics

• Generate financial performance reports

• Support managers in preparing client recommendations

Requirements:

• Bachelor's degree in Finance or similar

• At least three years in the securities industry

• Certified through Canadian Securities Course

• Hold CFA and/or CIM designation

• Experience with Croesus 8 asset is a plus

Your analytical skills will be vital to enhancing client value at National Bank Financial.
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