Investment and financing advisor serving Desjardins members with tailored investment, financing, and insurance solutions. Supporting financial health through relationship management and quality service.
About the role
- Investment Analyst researching global industries and companies for Letko, Brosseau & Associates, a Canadian investment manager. Building valuation models and recommending portfolio investments.
Responsibilities
- Develop in-depth knowledge of one or more industries and their publicly traded companies
- Provide investment recommendations for securities within industry coverage
- Maintain up-to-date investment theses and financial models on portfolio companies
- Recommend changes to portfolio composition when appropriate
- Meet regularly with management of publicly traded companies
- Visit company operations and perform required due diligence
- Develop a pipeline of potential investment opportunities
- Assist Client Servicing / Business Development with client queries, data collection, presentations, promotional material, and communications
- Review proxies and determine voting in accordance with firm proxy voting policies
- Actively participate in investment team meetings
- Contribute to teamwide investment decisions and the firm’s growth
Requirements
- Bachelor’s degree
- MBA or M. Sc. in finances or another pertinent area
- Excellent academic results
- Between 2 and 5 years of professional experience
- CFA charterholder is an asset
- Professional experience or interest in the information technology, financial services, healthcare, or energy industries is an asset
- Experience in other industries is also considered
- Passion for investing and interest in financial markets
- Strong curiosity and desire to learn
- Entrepreneurial, self-motivated, and independent mindset
- Excellent research skills and resourcefulness in acquiring information
- Ability to critically and independently analyze large amounts of information
- Strong work ethic, discipline, and consistency in applying investment principles
- Technical knowledge required to analyze companies and investment opportunities
- Meticulous attention to detail and excellent analytical skills
- Ability to excel as part of a team
- Excellent oral and written communication and presentation skills
- Knowledge of English required
- Multilingualism, including French/English and/or other languages, is an asset
- Ability to communicate with business leaders from various countries
Benefits
- Competitive base salary, plus annual bonus
- Employer contribution to a deferred profit-sharing plan (DPSP)
- Hybrid model (office work 3 days / week)
- Medical, dental and life insurance
- Short- and long-term disability insurance plans as of day one
- Professional development opportunities, such as support for CFA designation
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Investment and financing advisor serving Desjardins members with tailored financial solutions. Managing relationships and offering investment, financing, and insurance products.
Investment Analyst researching global industries and publicly traded companies for Letko Brosseau, a leading Canadian independent investment manager. Building valuation models and recommending portfolio investments.
Investment Banking Analyst analyzing data, risks, and management policies for Desjardins. Preparing recommendations, reports, and action plans in hybrid Toronto role.
Personal Finance Advisor advising Desjardins members and clients on investments, loans, and insurance. Managing trusted relationships and integrated financial strategies in a hybrid role.
Personal Finance Advisor advising Desjardins members and clients on investments, loans, insurance, and financial strategies. Hybrid role focused on trusted relationships and community outreach.
Financial Services Associate advising Meridian Credit Union members on banking, credit, and investments. Managing portfolios, growing relationships, and driving sales through Contact Centre channels.
Oracle Cloud Financials consultant delivering ERP implementations for Huron, a global consultancy. Designing solutions, configuring systems, testing integrations, and supporting clients.
EC
Critical minerals investment leader structuring and executing mining, infrastructure, and financing transactions for EDC’s $2 billion Canadian accelerator fund. Mobilizing private capital across Canada’s critical minerals value chain.
Finance Partner advising University of Alberta leaders on strategic financial planning, budgeting, reporting, and risk management. Supporting faculties and service units through financial analysis and process improvements.