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.

Responsibilities

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

Team
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.

Prerequisites

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

Benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote 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

Opportunities to get involved in community initiatives

Telemedicine service

Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting‑edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier‑free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates!

Additional required languages:
English

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