Investment Analyst (Lac-Mégantic)

Role Overview

A career as an Investment Analyst at National Bank Financial – Wealth Management places you on a team of 1,000 advisors within Canada’s 5th largest investment brokerage firm. In this position you will use your analytical mind and passion for finance to positively impact our organization and our clients by strategically managing their investments, primarily within the Gagnon Advisory Group located in Lac‑Mégantic. We also consider candidates based in Sherbrooke or the Chaudière‑Appalaches region.

Responsibilities

• 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 pre...