Investment Analyst

Area of Interest : Wealth management

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

Skills

Accountability Client-focused Communication Diversity & Inclusion Driving Results Emotional Intelligence Empathy Humility Initiative Learning Agility Resiliency Teamwork

Your 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.

• 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

These 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 first :

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 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! What can you bring to our team?

Come live your ambitions with us!