Elevate your career as an Investment Analyst, focusing on analytics and finance. Engage in investment management while contributing valuable insights to client portfolios in a team-oriented environment.
In this role, you will analyze stocks, ETFs, and various securities, ensuring optimal portfolio performance. Your contributions will extend to updating model portfolios and preparing recommendations for new clients. Active participation in investment committee meetings is essential to strengthen our wealth management strategies.
Key Responsibilities: • Analyze and track individual stocks and securities • Create and update model portfolios regularly • Stay informed on economic news and trends • Assist in crafting client recommendations • Contribute to bi-monthly investment committee meetings
Requirements: • Bachelor’s degree in Finance or related field • 3 years of experience in the securities industry • Completion of Canadian Securities Course required • CFA and/or CIM designation preferred • Knowledge of Croesus 8+ asset is an asset
Utilize your analytical skills to manage investments and impact client success positively. #J-18808-Ljbffr
Apply on Kit Job: kitjob.ca/job/2g8sif
📌 Analytical Investment Analyst Role (Saint-Félicien)
🏢 Banque Nationale du Canada
📍 Saint-Félicien
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