Investment Analyst

A career as an Investment Analyst at National Bank Financial – Wealth Management means that you’ll be part of a team of 1,000 investment advisors in the 5th largest investment brokerage firm in Canada. In this position, you’ll use your analytical mind and passion for finance to have a positive impact on our organization. Your role is to bring value to our clients by strategically managing their investments within the Gagnon Advisory Group located in Lac-Mégantic.

We are also open to considering candidates based in Sherbrooke or the Chaudière‑Appalaches region.

• Analyze and track individual stocks, exchange‑traded funds, investment funds and other securities that may be included in investment portfolios.
• Create and regularly update model portfolios.
• Track portfolio performance.
• Produce financial reports.
• Stay up to date on the latest economic news.
• Help managers prepare recommendations for new clients.
• Contribute actively to the preparation of bi‑monthly investment committee meetings.

You’ll join a team of portfolio managers where you’ll play an essential role.

We offer a wide range of ongoing learning opportunities for your development, including hands‑on learning, training courses, and collaboration with colleagues who have varied profiles and expertise.

• Bachelor’s degree in Finance or a related field.
• Three years of experience in the securities industry.
• Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook Course.
• CFA and/or CIM designation.
• Knowledge of Croesus 8+ asset.

French

Analytics, Communication, Critical Thinking, Financial Markets, Investments, Multitasking, Teamwork, Wealth Management, Accountability, Client‑focused, Detail‑oriented, Digital literacy, Initiative, Learning Agility.

• Health and wellness program.
• Employee Share Ownership Plan.
• Employee and family assistance program.
• Preferential banking services.
• Involvement in community initiatives.
• Virtual sleep clinic.

Mandatory EEO statement mandatory:
Mandate mandatory.