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 job

Analyze and track individual stocks, exchange-traded funds, investment funds and other securities that may be included in investment portfolios.

Create and regularly update model portfolios.

Track portfolio performance.

Produce financial reports.

Stay up to date on the latest economic news.

Help managers prepare recommendations for new clients.

Contribute actively to the preparation of bi-monthly investment committee meetings.

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 wide-ranging profiles and expertise.

Prerequisites

Bachelor's degree in Finance or a related field.

Three years of experience in the securities industry.

Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook Course.

CFA and/or CIM designation.

Knowledge of Croesus 8+ asset.

Languages

French.

Required skills

Accountability

Analytics

Client-focused

Communication

Critical Thinking

Detail-oriented

Digital literacy

Financial Markets

Initiative

Investments

Learning Agility

Multitasking

Teamwork

Wealth Management

Your benefits

Health and wellness program, including many options

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

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📌 Investment Analyst (Lac-Mégantic)
🏢 National Bank of Canada
📍 Lac-Mégantic