Investment Analyst

Attendance

On-Site

Job number

27879

Category

Intermediate Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

12-Aug-2025

Area(s) of interest: Wealth management

Location(s): Ancaster

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

Languages:

English

Skills

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Analytics

Communication

Critical Thinking

Financial Markets

Investments

Multitasking

Organization Skills

Problem Solving

Proposal Generation

Stress Management

Teamwork

Time Management

Wealth Management

Client-focused

Detail-oriented

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!

Apply