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Job Description & How to Apply Below
Your role is to bring value to our clients by strategically managing their investments.
Your job
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
Your 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 (CSC) and the Conduct and Practices Handbook Course (CPH)
CFA and/or CIM designation
Knowledge of Croesus 8+ asset
Your benefits
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
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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