Investment and Retirement Specialist
Description
This role at National Bank involves supporting and guiding clients in developing personalized investment and retirement strategies. Key responsibilities include increasing savings through integrated financial solutions, prospecting for new clients, creating retirement plans, coaching financial advisors on complex investment and retirement products, leading client conferences, and monitoring market developments.
What We're Looking For
Increase savings in your sector by offering integrated financial solutions aligned with client profiles.
Carry out prospecting to develop your client base.
Draw up retirement plans and personalized strategies for clients.
Work closely with financial advisors in branches as a specialist on investment and retirement.
Coach financial advisors on topics such as pension plans, retirement, tax consequences of a divorce or death, complex retirement products (LIRAs, LRSPs, RRIFs, LIFs), annuities, retirement benefits and severance pay.
Lead various client conferences on investment and retirement planning issues.
Monitor market developments and stay informed on new trends.
Ideal Candidate
College diploma, university certificate, bachelor's or master's degree in a related field.
Mutual fund representative (MFR) licence.
Business development experience.
Excellent knowledge of investment products.
Minimum Education
College diploma, university certificate, bachelor's or master's degree in a related field
Hard Skills
Soft Skills
Benefits
About the Company
National Bank of Canada
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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