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Investment Analyst

National Bank

This is a Contract position in Montreal, QC posted November 14, 2023.

National Bank Financial – Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as an Investment Analyst.
Your job
  • Analyze and monitor individual securities, exchange-traded funds, investment funds and all other types of securities that may be included in investment portfolios
  • Build and update portfolio models
  • Track portfolio performance
  • Produce financial reports 
  • Stay informed about major economic developments
  • Solve complex problems
  • Assist managers in preparing proposals for new clients
  • Play an active role in preparing Investment Committee meetings
Tour team
You will join our portfolio management team with whom you will play a key role.
Basic requirements
  • A Bachelor’s degree in Finance AND minimum of ten years of experience in the securities industry 
  • Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook Course is essential
  • CFA Charterholder and/or CIM designation
  • Advanced Excel spreadsheet skills 
  • Knowledge of the Croesus 8+ application, an asset
  • Ability to summarize information
  • Ability to provide quick and efficient service
  • Organizational and priority management skills
  • Ability to work under pressure
  • Bilingualism (English and French) required, as you will work closely with colleagues outside Quebec

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
  • Initiatives promoting community involvement
  • 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 accommodations, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Ready to live your ambitions?