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.

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

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.

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 (CSC) and the Conduct and Practices Handbook Course (CPH)

CFA and/or CIM designation

Knowledge of Croesus 8+ asset

Skills
Analytics Communication Critical Thinking Financial Markets Investments Organization Skills Problem Solving Teamwork Wealth Management Client‑focused Detail‑oriented Digital literacy Initiative Learning Agility

Benefits

Health and wellness program, including many options

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Virtual sleep clinic

We are putting people first. We are 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 people’s 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! What can you bring to our team?

Why work at National Bank?
For an environment that supports your career path. There are many varied opportunities for you to progress and develop, and move ahead in your career, including on‑the‑job learning and training, co‑development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment
We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued.

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