Top Benefits
About the role
Investment Analyst
Attendance
On-Site
Job number
27999
Category
Intermediate Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time? Full-Time
Posting date
14-Aug-2025
Area(s) of interest
Wealth management
Location(s)
Toronto
A career as an Investment Analyst at National Bank Financial – Wealth Management
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 job
- Analyze and track individual stocks, exchange-traded funds, investment funds and other securities that may be included in investment portfolios
- Create and regularly update model portfolios
- Track portfolio performance
- Produce financial reports
- Stay up to date on the latest economic news
- Help managers prepare recommendations for new clients
- Contribute actively to the preparation of bi-monthly investment committee meetings
Your team
You’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.
Prerequisites
- Bachelor's degree in Finance or a related field
- Three years of experience in the securities industry
- Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook Course
- CFA and/or CIM designation
- Knowledge of Croesus 8+ asset
Languages
English
Skills
- Analytics
- Communication
- Critical Thinking
- Financial Markets
- Investments
- Multitasking
- Organization Skills
- Problem Solving
- Proposal Generation
- Stress Management
- Taxations
- Teamwork
- Time Management
- Wealth Management
- Accountability
Your benefits
- 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
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.
Top Benefits
About the role
Investment Analyst
Attendance
On-Site
Job number
27999
Category
Intermediate Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time? Full-Time
Posting date
14-Aug-2025
Area(s) of interest
Wealth management
Location(s)
Toronto
A career as an Investment Analyst at National Bank Financial – Wealth Management
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 job
- Analyze and track individual stocks, exchange-traded funds, investment funds and other securities that may be included in investment portfolios
- Create and regularly update model portfolios
- Track portfolio performance
- Produce financial reports
- Stay up to date on the latest economic news
- Help managers prepare recommendations for new clients
- Contribute actively to the preparation of bi-monthly investment committee meetings
Your team
You’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.
Prerequisites
- Bachelor's degree in Finance or a related field
- Three years of experience in the securities industry
- Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook Course
- CFA and/or CIM designation
- Knowledge of Croesus 8+ asset
Languages
English
Skills
- Analytics
- Communication
- Critical Thinking
- Financial Markets
- Investments
- Multitasking
- Organization Skills
- Problem Solving
- Proposal Generation
- Stress Management
- Taxations
- Teamwork
- Time Management
- Wealth Management
- Accountability
Your benefits
- 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
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.