Analytical Investment Specialist in Wealth Management

Elevate your finance career as an Analytical Investment Specialist at National Bank Financial – Wealth Management. Utilize your analytical mindset to drive investment decisions and strategies.
In this essential role, you will focus on analyzing stocks, ETFs, and other investment vehicles as part of a robust investment team. You will create model portfolios, support manager recommendations, and prepare for key investment discussions, thereby making a significant impact on client success.
Key Responsibilities:
• Analyze individual stocks and securities for portfolios
• Regularly create and update model investment portfolios
• Stay informed about current economic and market trends
• Help managers with recommendations for new clients
• Actively contribute to investment committee meetings
Requirements:
• Bachelor’s degree in Finance or related field
• Minimum three years of experience in securities
• Canadian Securities Course and Conduct Handbook completed<...