Investment Analyst – Wealth Management Role (Quebec City)

Investment Analyst – Wealth Management Role (Quebec City)

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

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