Financial and Investment Analysts
Job description
These individuals gather and analyze financial information (economic forecasts, capital movements, stock trends, etc.) to provide financial advice to their clients. They work in:
- Banks
- Brokerage houses
- Investment and fund management companies
- Insurance companies
- Trust companies
- Underwriting firms
- Manufacturing companies
- Public utilities
Environment
- Controlled ambient temperature
Main tasks
Financial Analysts
- Assess financial risks and prepare financial forecasts and funding scenarios.
- Draft reports and recommendations.
- Plan short- and long-term cash flows and assess monetary flow.
- Analyze investment projects.
- Participate in the financial component of contracts and tenders.
- Follow-up of financing records with the financial backers.
- Develop, implement, and operate financial portfolio management and analysis tools.
- Develop a periodic risk profile for the debt portfolio.
- Participate in the preparation of operating and investment budgets.
Investment Analysts
- Collect and review financial and investment data.
- Consult financial magazines, securities guides, and financial reports to stay up to date.
- Give advice and recommend investments.
- Make economic forecasts for businesses and industries and draft analysis reports.
Advancement and mobility
- Experience leads to management positions.
Hourly wage
The hourly wage is calculated by averaging wages from 2022 to 2024.- Minimum
- $28.85
- Median
- $44.00
- Maximum
- $66.67
Job prospects for 2024-2028
Job prospects for 2024-2028
Job prospects
All of Québec
All of Québec
Total jobs for 2023
All of Québec
All of Québec
Gender distribution
All of Québec
- 46.9% Female
- 53.1% Male
- 46.9% Female
- 53.1% Male
Job types
All of Québec
- Full time
- Part time
- Full time
- Part time
Yearly wage on 2020
All of Québec
All of Québec
Other characteristics
All of Québec
- None
All of Québec
- None
Sectors of activity
All of Québec
-
NAICS 521, 522, 523, 52652% of jobs
-
NAICS 9111% of jobs
-
NAICS 5246% of jobs
-
NAICS 5416, 54173% of jobs
-
NAICS 48, 493% of jobs
-
Others25% of jobs
All of Québec
-
NAICS 521, 522, 523, 52652% of jobs
-
NAICS 9111% of jobs
-
NAICS 5246% of jobs
-
NAICS 5416, 54173% of jobs
-
NAICS 48, 493% of jobs
-
Others25% of jobs
Training and requirements
Formation
Most training programs are offered in French only.
University
Accounting or accounting science
Bachelor’s degree
Placement rate: 86.6%
9.9% of graduates pursue further studies
Master’s degree
Placement rate: 88.9%
7.4% of graduates pursue further studies
- HEC Montréal
- Concordia University
- Université de Sherbrooke
- Université du Québec à Chicoutimi
- Université du Québec en Outaouais
- Université du Québec à Montréal
- Université du Québec à Rimouski
- Université du Québec à Trois-Rivières
- Université du Québec en Abitibi-Témiscamingue
- Université Laval
- McGill University
Banking and financial transactions
Master’s degree
Placement rate: 92.5%
2.5% of graduates pursue further studies
Bachelor’s degree
Placement rate: 81.8%
14% of graduates pursue further studies
Business administration
Bachelor’s degree
Placement rate: 84.1%
12.1% of graduates pursue further studies
Master’s degree
Placement rate: 92%
3.1% of graduates pursue further studies
- HEC Montréal
- Bishop's University
- Concordia University
- Université de Sherbrooke
- Université du Québec à Chicoutimi
- Université du Québec en Outaouais
- Université du Québec à Montréal
- Université du Québec à Rimouski
- Université du Québec à Trois-Rivières
- Université du Québec en Abitibi-Témiscamingue
- Université Laval
- McGill University
- TÉLUQ
Business management and administration
Bachelor’s degree
Placement rate: 93%
1.8% of graduates pursue further studies
Master’s degree
Placement rate: 93.3%
3.5% of graduates pursue further studies
- HEC Montréal
- Bishop's University
- Concordia University
- Université de Sherbrooke
- Université du Québec à Chicoutimi
- Université du Québec en Outaouais
- Université du Québec à Montréal
- Université du Québec à Rimouski
- Université du Québec à Trois-Rivières
- Université du Québec en Abitibi-Témiscamingue
- Université Laval
- McGill University
Economics
Bachelor’s degree
Placement rate: 67%
26.1% of graduates pursue further studies
Master’s degree
Placement rate: 84.2%
5.3% of graduates pursue further studies
Mathematics
Bachelor’s degree
Placement rate: 62.5%
28.9% of graduates pursue further studies
Master’s degree
Placement rate: 53.8%
35.9% of graduates pursue further studies
Sometimes required
- Chartered Financial Analyst (CFA) designation may be required.
- Chartered Professional Accountant (CPA) designation is an asset.
Main skills and characteristics
Skills
- Data collection
- Information processing
- Critical thought
- Reading comprehension
- Active listening
- Mathematics
- Written expression
- Oral expression
- Judgment and decision-making
- Active learning
- Solving complex problems
- Result evaluation
- System analysis
- Systems evaluation
Abilities
- Written comprehension
- Oral comprehension
- Written expression
- Verbal skills
- Deductive reasoning
- Near vision
- Basic numeracy
- Inductive reasoning
- Mathematical reasoning
- Speech clarity
- Awareness of issues
- Information organization
- Speech recognition
- Classification
- Idea generation
- Processing flexibility
- Selective attention
Knowledge and attributes
- Capacity to adapt
- Spoken and written bilingualism (French and English)
- Knowledge of economics and accounting
- Knowledge of mathematics
- Versatility
- Rigour
- Sense of initiative
- Attention to detail
- Vitality
- Capacity for synthesis
Interests
- Draft, communicate, and inform
- Work with numbers
- Work in sales or client service
- Work in an office
Personality profiles (RIASEC)
- Conventional
- People with this profile prefer specific, well-defined tasks. They like to respect the order of things and follow established rules.
- Enterprising
- People with this profile prefer having responsibilities, influencing others and responding to challenges.
- Investigative
- People with this profile prefer relying on theoretical knowledge before acting. They like observation, analysis and problem solving.
Official name of the NOC 11101
Financial and investment analysts
Job titles
- Financial analyst
- Investment consultant
- Portfolio manager
- Senior investment officer
- Securities research analyst
- Investment analyst
- Treasury analyst
- Finance and commercial affairs analyst
- Money market analyst
- Financial services economic analyst
- Mutual fund analyst
- Bond analyst
- Securities analyst
- Assistant financial analyst
- Chartered financial analyst
- Junior financial analyst
- Senior financial analyst
- Regional financial analyst
- Cost financial analyst
- Senior planning and return analyst
- Senior treasury analyst
- Financial services research associate
- Financial analysis consultant
- Corporate investment adviser
- Fiscal projections consultant
- Treasury manager
Skill type
Business, finance and administration
Last update: January 29, 2026