Investment and Retirement Specialist
Description
As an Investment and Retirement Specialist, you will guide and support clients in developing tailored investment strategies. Your role involves increasing savings through integrated financial solutions for existing and new clients, actively prospecting, and creating personalized retirement plans. You will collaborate with financial advisors, coaching them on various financial topics like pension plans, complex retirement products, and tax implications, while also leading client conferences and monitoring market trends.
What We're Looking For
Support and guide clients in developing investment strategies tailored to their needs.,Increase savings in the 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 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.,Mutual fund representative (MFR) licence.,Business development experience.,Excellent knowledge of investment products.
Ideal Candidate
College diploma, university certificate, bachelor's or master's degree in a related field.
Minimum Education
College diploma, university certificate, bachelor's or master's degree in a related field
Hard Skills
Soft Skills
Benefits
Special Commitments
Responsible for the West Island (Pierrefonds) sector. Requires serving clients who speak a language other than French regularly.
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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