Elevate your investment expertise as an Investment Analyst with National Bank Financial – Wealth Management. Located in Lac-Mégantic, leverage your finance acumen to optimize client investment portfolios.
As part of the Gagnon Advisory Group, you will play a vital role in managing investments for clients. This position requires a robust analytical mind to track securities and contribute to model portfolios, ensuring your insights drive financial success. The firm prioritizes ongoing learning and collaborative work.
Key Responsibilities: • Analyze stocks and exchange-traded funds • Develop and manage model investment portfolios • Monitor portfolio performance metrics • Produce detailed financial analysis reports • Assist in investment committee meeting preparations
Requirements: • Bachelor’s degree in Finance or similar • Minimum three years in the securities field • Completion of relevant Canadian finance courses • CFA or CIM designation is an asset • Proficient in Croesus 8+ asset management
Apply your analytical and communication skills to maximize wealth management strategies at National Bank Financial. #J-18808-Ljbffr
📌 Join the Gagnon Advisory Group (Lac-Mégantic)
🏢 National Bank of Canada
📍 Lac-Mégantic
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