Investment and Retirement Specialist

National Bank
Fredericton, NB, Canada
Temps plein
Nous sommes désolés. L'offre d'emploi que vous recherchez n'est plus disponible.

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 Fredericton and St John, NB 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
  • Travel required between Fredericton & St-John NB

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!

Il y a 8 jours
Emplois reliés
BMO
REMOTE/TELETRAVAIL, NB, CAN
Télétravail

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer’s objectives. Stays abreast of consumer needs, industry trends and best practices, and the regu...

BMO
Canada, Canada

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer's objectives. Stays abreast of consumer needs, industry trends and best practices, and the regu...

BMO
REMOTE/TELETRAVAIL, NB, CAN
Télétravail

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer’s objectives. Stays abreast of consumer needs, industry trends and best practices, and the regu...

BMO
Canada, Canada

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer's objectives. Stays abreast of consumer needs, industry trends and best practices, and the regu...

Offre sponsorisée
ApexFocusGroup
Canada
Télétravail

No customer service representative agent experience needed. Customer Service Representative Agent Work From Home - Remote Online Panelists. Customer service representative agent experience is not necessary. If you are a customer service representative agent or someone just looking for a flexible par...

Kognitive Sales Solutions
CA
Télétravail

In this role, you will play a crucial part in managing client accounts, coordinating projects, and ensuring the success of our e-commerce platform. ...

Steinemann Inc.
Manhattan, NY, CA

Our client is a highly stable $100M+ revenue recruitment firm that has been around since 1967.They are a high performing dynamic team and are now in a big growth phase.Focus on all areas from IT, Legal, Healthcare, Manufacturing, Logistics and A&F verticals on contract and perm.They are now looking ...

Keywords Studios
Canada

Keywords Studios is looking for a Financial Analyst to join our Finance team. Assist with various financial analysis and reporting requirements to the Corporate Office;. Participate in month-end and year-end financial reporting activities;. Responsible for ad-hoc financial reports;. ...

PET VALU
Fredericton, Nouveau-Brunswick

As a Sales Associate you will use your knowledge and experience to help Pet Parents find the right nutrition and other solutions for their pets. ...

Eclipse Stores Inc
Fredericton, Nouveau-Brunswick

Staying up to date on the most current sales and promotions. Highly motivated and sales driven with a strong interest in fashion. ...