Elevate your finance career as an Analytical Investment Specialist at National Bank Financial – Wealth Management. Utilize your analytical mindset to drive investment decisions and strategies.In this essential role, you will focus on analyzing stocks, ETFs, and other investment vehicles as part of a robust investment team. You will create model portfolios, support manager recommendations, and prepare for key investment discussions, thereby making a significant impact on client success.Key Responsibilities:• Analyze individual stocks and securities for portfolios• Regularly create and update model investment portfolios• Stay informed about current economic and market trends• Help managers with recommendations for new clients• Actively contribute to investment committee meetingsRequirements:• Bachelor’s degree in Finance or related field• Minimum three years of experience in securities• Canadian Securities Course and Conduct Handbook completed• CFA and/or CIM designation desired• Knowledge of Croesus 8+ asset systemHarness your analytical skills to impact investment strategies at National Bank Financial - Wealth Management.#J-18808-Ljbffr
Analytical Investment Specialist In Wealth Management
BANQUE NATIONALE DU CANADA
richmond hill, richmond hill
Published 26 days ago
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