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
• 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 (CSC) and the Conduct and Practices Handbook Course (CPH)
• CFA and/or CIM designation
• Knowledge of Croesus 8+ asset

• 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 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