Investment Analyst (On-Site)

A career as an Investment Analyst at National Bank Financial – Wealth Management means joining one of Canada’s top investment firms and contributing directly to a high-performing advisory practice. You’ll bring analytical strength, financial insight, and attention to detail to a client-focused environment. This role is designed to provide support across investment operations, client portfolio management, and compliance execution.

Your Job

• Support the advisor in the preparation of personalized proposals and recommendations for clients and prospects
• Prepare for client meetings by assembling agendas, portfolio reports, and notes
• Review client portfolios for rebalancing, excess cash, GIC maturities, and switch candidates
• Maintain KYP documentation and compliance records within Salesforce
• Analyze and track individual stocks, ETFs, investment funds, and model portfolios
• Suggest consolidation opportunities to simplify client holdings
• Draft investment commentary and assist with quarterly client updates
• Coordinate new client onboarding activities and ensure CRM accuracy
• Follow up on client communications, tax checklists, and KYC updates
• Contribute to research summaries from earnings calls, analyst reports, and macroeconomic updates
• Stay up to date on the latest economic and market trends
• Other duties as assigned

Your team

You’ll join an established, high-performing advisory team that emphasizes building strong client relationships, with a disciplined investment philosophy and a focus on delivering high-quality service and support. We offer a wide range of development opportunities including hands-on experience and training courses.

Prerequisites

• Bachelor’s degree in Finance or related field
• 5+ years of experience in the securities or wealth management industry
• Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH)
• CFA and/or CIM designation preferred
• WME completion an asset
• Experience using Salesforce; knowledge of Croesus an asset
• Strong understanding of portfolio construction, compliance workflows, and CRM discipline
• Professional communication skills and a focus on service excellence
• Highly organized, detail-oriented, and comfortable working in a fast-paced environment