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 25 days ago
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