Investment Analyst

at  National Bank of Canada

A career as an investment analyst in Wealth Management at National Bank Financial is a job that highlights your entrepreneurial spirit to have a direct impact on clients. In this role, you support clients in all the events of their lives to achieve their financial goals and you build long-term relationships of trust. Here is an opportunity to join the Richard-Ste-Marie-Roux-Roy team.

• Carry out instructions for deposits, withdrawals, transfers and currency conversions on all investment accounts and ensure rigorous monitoring
• Analyze and monitor individual securities, exchange-traded funds, investment funds and any other securities that may be included in investment portfolios
• Ensure compliance of instructions received in accordance with established procedures
• Support managers in preparing proposals for new clients
• Contribute to the preparation of the bimonthly meetings of the investment committee
• Attend various meetings with different partners both internally and externally and maintain excellent relationships with them