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 • CFA ...