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Investment Analyst

Apply now Job ID 21737194848 Date posted 01/13/2022

Primary Locations: Brossard, Quebec

Employee Status: Regular

Schedule: Full-time


  • Are you known for your analytical skills?
  • Are you passionate about finance?

If so, join our portfolio management team. As an Investment Analyst, you'll play a key role in the team.

National Bank Financial – Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets.

Your main challenges

  • Analyze and monitor individual securities, exchange-traded funds, investment funds and all other types of securities that may be included in investment portfolios
  • Build and update portfolio models
  • Track portfolio performance
  • Produce financial reports
  • Ensure that new tools are developed and implemented to optimize operational efficiency and financial information quality
  • Stay informed about major economic developments
  • Solve complex problems
  • Assist managers in preparing proposals for new clients
  • Play an active role in preparing Investment Committee bi-monthly meetings
  • Attend various meetings with different internal and external partners and maintain excellent relationships with them.

  • A Bachelor's degree in Finance AND five years of experience in the securities industry OR a Master's degree and 3 years of experience in the securities industry
  • Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook Course is essential
  • CFA Charterholder and/or CIM designation, an asset
  • Advanced Excel spreadsheet skills
  • Knowledge of the Croesus 8+ application, an asset
  • Ability to summarize information
  • Ability to provide quick and efficient service
  • Organizational and priority management skills
  • Ability to work under pressure
  • Bilingualism, both spoken and written (English(an asset) and French (essential)

Your benefits 

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family: 

  • Health and wellness program, including many benefits 

  • Flexible group insurance 

  • Defined benefit pension plan 

  • Employee Share Ownership Plan 

  • Employee and family assistance program 

  • Preferred banking services 

  • Volunteer program 

  • Telemedicine 

  • Virtual sleep clinic 

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.  

We're putting people first 

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 accommodations, feel free to let us know during your first conversations with us. 

We welcome all candidates! What can you bring to our team? 

Ready to live your ambitions? 

#LI-JT1

JobField: Wealth Management

Unposting Date: 2022-01-27

Job Number: INV00029

Posting Date: 2022-01-13

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