Analyste en placement (Sur lieu de travail) (Richmond Hill)
National Bank
Responsabilités
- Analyser et faire le suivi sur des titres individuels, fonds négociés en bourse, fonds d'investissement ainsi que tout autre titre pouvant être inclus dans des portefeuilles de placement BTIR.
- Maintenir à jour les modèles de portefeuille.
- Effectuer le suivi de performance des portefeuilles.
- Produire des rapports financiers à jour sur les nouvelles économiques d'importances.
- Appuyer les gestionnaires dans la préparation de propositions pour de nouveaux clients.
- Contribuer activement à la préparation des réunions du comité de placement.
- Apporter une valeur à nos clients en contribuant à la gestion stratégique de leurs investissements.
Qualifications
- Baccalauréat en finances ou dans une discipline connexe.
- Trois ans d'expérience dans l'industrie des valeurs mobilières.
- Avoir réussi les cours sur les valeurs mobilières et le manuel sur les normes de conduite.
- Titre CFA et/ou CIM.
- Connaissance de l'application CRUS 8+.
- Langue: anglais.
- Compétences: analytique, communication, esprit critique, marchés financiers, investissements, résolution de problèmes, travail en équipe, gestion de patrimoine.
- Axé sur le client; souci du détail; initiative; agilité d'apprentissage.
Avantages
- Programme santé et bien‑être incluant de nombreuses options.
- Assurance collective adaptable.
- Régime de retraite généreux.
- Régime d'acquisition d'actions.
- Programme d'aide aux employés et à leur famille.
- Services bancaires préférentiels.
- Implication dans des initiatives communautaires.
- Service de télémédecine.
- Clinique virtuelle d'amélioration du sommeil.
Vacancy posted 4 hours ago
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