Analyst in Wealth Management
Job in
Lac-Mégantic, Province de Québec, Canada
Listed on 2026-06-20
Listing for:
Bilinguallink
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
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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