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, more specifically, within the Gagnon Advisory Group located in Lac‑Mégantic. We are also open to considering candidates based in Sherbrooke or in the Chaudière‑Appalaches region.Your jobAnalyze and track individual stocks, exchange‑traded funds, investment funds and other securities that may be included in investment portfoliosCreate and regularly update model portfoliosTrack portfolio performanceProduce financial reportsStay up to date on the latest economic newsHelp managers prepare recommendations for new clientsContribute actively to the preparation of bi‑monthly investment committee meetingsYour 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.PrerequisitesBachelor’s degree in Finance or a related fieldThree years of experience in the securities industrySuccessful completion of the Canadian Securities Course and the Conduct and Practices Handbook CourseCFA and/or CIM designationKnowledge of Croesus 8+ asset#J-18808-Ljbffr
Investment Analyst
NATIONAL BANK OF CANADA
lac mégantic, lac mégantic
Published 18 days ago
Report job