Investment Analyst

A career as an investment analyst in Wealth Management at National Bank Financial is a job that highlights your entrepreneurial spirit to have a direct impact on clients. In this role, you support clients in all the events of their lives to achieve their financial goals and you build long-term relationships of trust. Here is an opportunity to join the Richard-Ste-Marie-Roux-Roy team.

Your role :

• Carry out instructions for deposits, withdrawals, transfers and currency conversions on all investment accounts and ensure rigorous monitoring
• Analyze and monitor individual securities, exchange-traded funds, investment funds and any other securities that may be included in investment portfolios
• Ensure compliance of instructions received in accordance with established procedures
• Support managers in preparing proposals for new clients
• Contribute to the preparation of the bimonthly meetings of the investment committee
• Attend various meetings with different partners both internally and externally and maintain excellent relationships with them

Prerequisites:

• Hold the Chartered Financial Analyst (CFA) designation or be in the process of obtaining it
• Completed university degree in finance (or field related to the sector of activity)
• Valid Securities Course (CSC) and Standards of Conduct Manual Course are essential
• Excellent knowledge of the Microsoft Office Suite
• Knowledge of the Crésus 8+ application, an asset
• Propensity to provide fast and efficient service
• Sense of organization and priority management
• Spirit of synthesis, creative and agile
• Ability to work under pressure

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic