Investment Analyst

Role Overview

A career as an Investment Analyst at National Bank Financial – Wealth Management places you on a team of 1,000 advisors within Canada’s 5th largest investment brokerage firm. In this position you will use your analytical mind and passion for finance to positively impact our organization and our clients by strategically managing their investments, primarily within the Gagnon Advisory Group located in Lac‑Mégantic.

We also consider 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 will join a team of portfolio managers where you will play an essential role. The firm offers ongoing learning opportunities, 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.

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits that support your wellbeing and that of your family.

• Health and wellness program, including many options.
• Flexible group insurance.
• Generous pension plan.
• Employee Share Ownership Plan.
• Employee and family assistance program.
• Preferential banking services.
• Involvement in community initiatives.
• Telemedicine service.
• Virtual sleep clinic.

We welcome all candidates and strive to provide a barrier‑free and accessible workplace. If you require accommodations, please let us know during our initial conversations.