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 solid analytical mind to track securities and contribute to model portfolios, ensuring your insights drive financial success. The firm prioritizes ongoing learning and team-oriented 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.
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📌 Join The Gagnon Advisory Group Quebec City (Canada)
🏢 National Bank of Canada
📍 Canada
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