18 Aug
|
National Bank of Canada
|
Quebec City
18 Aug
National Bank of Canada
Quebec City
Become an Investment Analyst with National Bank Financial – Wealth Management, focusing on client investment strategies in Lac-Mégantic. Utilize your finance skills to analyze and track investments effectively.
This role is critical to the Gagnon Advisory Group, where you'll analyze securities, manage portfolios, and deliver insights that support client objectives. Join a well-regarded firm offering extensive learning opportunities and career development to enhance your career in finance.
Key Responsibilities:
• Analyze various securities including ETFs
• Regularly update and create model portfolios
• Track and report on investment performance
• Stay informed on economic updates
• Aid in investment committee discussions
Requirements:
• Bachelor’s degree in Finance or related area
• Three years' experience within the securities industry
• Completion of Canadian Securities Course required
• CFA or CIM designation preferable
• Experience with Croesus 8+ asset
Bring your analytical, client-focused mindset to enhance wealth management services at National Bank Financial.
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📌 Investment Analyst – Wealth Management Role (Quebec City)
🏢 National Bank of Canada
📍 Quebec City