19 Aug
|
National Bank
|
Lac-Mégantic
19 Aug
National Bank
Lac-Mégantic
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 jobAnalyze and track individual stocks, exchange-traded funds, investment funds and other securities that may be included in investment portfoliosCreate and regularly update model portfoliosTrack portfolio performanceProduce financial reportsStay up to date on the latest economic newsHelp managers prepare recommendations for new clientsContribute actively to the preparation of bi-monthly investment committee meetingsYour teamYou'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 varied profiles and expertise.PrerequisitesBachelor's degree in Finance or a related fieldThree years of experience in the securities industrySuccessful completion of the Canadian Securities Course and the Conduct and Practices Handbook CourseCFA and/or CIM designationKnowledge of Croesus 8+ assetYour benefits In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:* Health and wellness program, including many options * Adaptable 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 clinicWe have an offer that keeps up with trends as well as your needs and those of your family.Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.Making a bold move in a people-first environment We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?Join us!
📌 Investment Analyst (Lac-Mégantic)
🏢 National Bank
📍 Lac-Mégantic