Talent.com
Investment and Retirement Specialist (Hybrid)
Investment and Retirement Specialist (Hybrid)National Bank • Montreal, Montreal
Investment and Retirement Specialist (Hybrid)

Investment and Retirement Specialist (Hybrid)

National Bank • Montreal, Montreal
Il y a plus de 30 jours
Type de contrat
  • Temps plein
  • Temps partiel
  • Permanent
Description de poste
Attendance
Hybrid
Job number
29706
Category
Intermediate Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
24-Nov-2025
Area(s) of interest: Wealth management
Location(s): Montreal, Montreal
As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success.

Your job:

  • Increase savings in your sector by offering integrated financial solutions aligned with the profiles of existing and new clients.
  • Carry out prospecting to develop your client base.
  • Draw up retirement plans and personalized strategies for your clients.
  • Work closely with financial advisors in branches as a specialist on investment and retirement.
  • Coach the financial advisors on topics such as pension plans, retirement, the tax consequences of a divorce or death, complex retirement products such as LIRAs, LRSPs, RRIFs, and LIFs, as well as 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.

Your team:

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid work model (remote and in the office), work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you. The Investment and Retirement Specialist is responsible for the Anjou and St Leonard territory.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as (to be completed) to support your ongoing learning. You’ll have access to colleagues with a wide range of expertise, experiences and backgrounds to enrich your development.

Prerequisites :

  • 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

Languages:
French

Skills

Press space or enter keys to toggle section visibility

Business Expansion Communication Emotional Intelligence Problem Solving Teamwork Accountability Client-focused Learning Agility Standards Compliance Listening
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved in community initiatives
* Telemedicine service
* Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
Créer une alerte emploi pour cette recherche

Investment and Retirement Specialist (Hybrid) • Montreal, Montreal

Offres similaires

Specialiste investissement retraite

Banque NationaleMontreal
Temps plein

Augmenter l'épargne de son secteur en proposant des solutions financières intégrées, alignées sur le profil de la clientèle existante et nouvelle.Prospecter pour développer la clientèle.Élaborer de...Voir plus

 • Offre sponsorisée

Compensation Specialist (Hybrid)

HuntMontreal-Est
Temps plein

We’re seeking someone to join our team as a Compensation Specialist to ensure the Firm has competitive and cost-effective compensation policies and practices.This role is responsible for compensati...Voir plus

 • Offre sponsorisée

Financial Specialist, Private Investments

Intact Financial CorporationMontréal, Canada
Temps plein

Our employees are at the heart of everything we do.Together, we help people, businesses, and society prosper in good times and be resilient in bad times.Our employee promise represents Intact’s com...Voir plus

 • Offre sponsorisée

Junior Wealth Management Advisor

Diligence Gestion de Patrimoine | Gestion de patrimoine Manuvie inc.Dorval, QC, Canada
Temps plein

Led by Camille Estephan, Diligence Wealth Management has earned recognition as the top-performing office within the Manulife Wealth Inc.Canada, consistently, and by a wide margin.That level of perf...Voir plus

 • Offre sponsorisée

Sales specialist, appliances

RONA+LaSalle, QC, CA
Temps partiel

At RONA, our employees let their passion blossom every day.Our teams are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities...Voir plus

 • Offre sponsorisée

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsMontreal, Montreal (administrative region), CA
Temps plein

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial...Voir plus

 • Offre sponsorisée

Investment Officer, Portfolio Growth & Impact (Hybrid)

Export Development Canada | Exportation et développement CanadaMontreal
Temps plein

A leading development institution in Montreal seeks an experienced Investment Officer to manage investment portfolios in developing markets.This role focuses on building client relationships, monit...Voir plus

 • Offre sponsorisée

Lead Specialist in Investor Complaints

CIRO / OCRIMontreal (administrative region), QC, CA
Temps plein

Drive effective resolution as a Lead Specialist in investor complaints and inquiries.Utilize your communication skills and analytical expertise in a full-time hybrid role serving multiple Canadian ...Voir plus

 • Offre sponsorisée

Investment And Retirement Specialist

Banque Nationale du CanadaCôte-Saint-Luc, Canada
Temps plein

Talent Acquisition Specialist @Infotree Global Solutions | Recruiting Banking & Finance Professionals in USA and Canada.Voir plus

 • Offre sponsorisée

Private Equity Specialist

hackajobMontreal (administrative region), QC, CA
Temps plein

Talent Engagement Specialist @ hackajob | Bringing great people together with great companies.IB / PE Professionals — Flexible, Paid Work on Cutting-Edge AI (Spare-Time).We're bringing on experienc...Voir plus

 • Offre sponsorisée

Licensed Investment Advisor Assistant - The Mullings Group

The Mullings Groupmercier, qc, ca
Temps plein

The Mullings Group has been retained by our client, Haywood Securities, in the search for a seasoned.Licensed Investment Advisor Assistant.This is a career-track position for a professional who thr...Voir plus

 • Offre sponsorisée

Private Wealth Investment Advisor

CI Financial Corp.Dorval, Canada
Temps plein

Une entreprise de services financiers dynamique située à Dorval, QC, recherche un conseiller en placement pour rejoindre son équipe.Le candidat sélectionné travaillera avec une clientèle d'actifs s...Voir plus

 • Offre sponsorisée

Global Mobility Specialist (Hybrid)

Morgan StanleyMontréal, Canada
Temps plein

We're seeking someone to join our team as a Global Mobility Specialist managing international and domestic relocation and assignments, ensuring compliance with immigration, tax and company policies...Voir plus

 • Offre sponsorisée • Nouvelle offre

Investment Advisor Assistant: Client Engagement and Portfolio Growth Specialist

Canadian Imperial Bank of CommerceMontreal
Temps plein

Drive client satisfaction and portfolio growth as an Investment Advisor Assistant.Collaborate with advisors to deliver trusted investment advice and exceptional service in a flexible environment.Yo...Voir plus

 • Offre sponsorisée

Financial Advisor - Financière Sun Life

Financière Sun Lifemontréal (pointe-claire), montréal (pointe-claire), ca
Temps plein

Excellent opportunity to represent Canada's most trusted financial services company.Offer financial services, advice, and products to clients.Exceptional training and coaching.Sun Life Financial ad...Voir plus

 • Offre sponsorisée • Nouvelle offre

Investment Specialist

Infotree Global SolutionsMontreal
Temps plein

Talent Acquisition Specialist @Infotree Global Solutions | Recruiting Banking & Finance Professionals in USA and Canada.Months with possibility of extension.Understand the structure and procedures ...Voir plus

 • Offre sponsorisée

Investment Management Relationship Specialist

TAL Life LTDMontreal (administrative region), QC, CA
Temps plein

Enhance advisor engagement as an Investment Management Relationship Specialist.Focus on generating new assets and establishing impactful relationships across public markets investments.As a key tea...Voir plus

 • Offre sponsorisée

Private Wealth AVP: Client Growth & Portfolio Strategy

Fiera CapitalMontreal (administrative region), QC, CA
Temps plein

A leading investment firm in Montreal is seeking an Associate Vice President for Private Wealth.This role involves managing client relationships, investment management, and contributing to business...Voir plus