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.ResponsibilitiesAnalyze 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 recent clientsContribute actively to the preparation of bi-monthly investment committee meetingsTeamYou’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+ assetBenefitsIn 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.Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. We 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe'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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier‑free workplace that is accessible to all employees.We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates!Additional required languages: English#J-18808-Ljbffr

📌 Analytical Role In Private Debt Investments (Winnipeg)
🏢 Boann
📍 Winnipeg