Step into the role of Investment Analyst in Wealth Management, applying your finance skills to optimize client portfolios. Collaborate in a results-driven environment, adding analytical value.As an Investment Analyst, you will focus on tracking individual securities and implementing strategic management of investments. Your role also involves creating and updating model portfolios while assisting managers in client recommendations. Participation in investment committee meetings is crucial for strategy development.Key Responsibilities:• Track and analyze individual stocks and securities• Create and maintain model portfolios• Remain informed on economic developments• Support managers with new client recommendations• Participate actively in investment committee discussionsRequirements:• Bachelor’s degree in Finance or equivalent• Minimum 3 years in the securities industry• Completion of Canadian Securities Course is mandatory• CFA or CIM designation preferred• Proficient with Croesus 8+ assetApply your finance acumen to drive investment success and enhance client satisfaction.#J-18808-Ljbffr
Investment Analyst In Wealth Management
BANQUE NATIONALE DU CANADA
saint félicien, saint félicien
Published 27 days ago
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