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.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 (CSC) and the Conduct and Practices Handbook Course (CPH) or CIRE (Canadian Investment Regulatory Exam)CFA and/or CIM designationExcellent interpersonal and communication skillsComfortable with technological toolsYour benefitsIn addition to competitive compensation,



upon hiring you'll be eligible for a wide range of flexible perks to help promote your wellbeing and that of your family such as:Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and family assistance programPreferential banking servicesInvolvement in community initiativesTelemedicine serviceVirtual 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 environmentWe'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!Analytics, Critical Thinking, Financial Markets, Investments, Multitasking, Organization Skills, Problem Solving, Teamwork, Wealth Management, Accountability, Detail-oriented, Digital literacy, Initiative, Learning Agility, Resiliency, Rigor

📌 Investment Analyst (La Prairie)
🏢 National Bank Financial
📍 La Prairie