Investment and Retirement Specialist

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.

Responsibilities

• 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 Windsor territory.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content 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.
• Excellent knowledge of investment products.

Skills

• Accountability
• Client-focused
• Communication
• Diversity & Inclusion
• Driving Results
• Emotional Intelligence
• Empathy
• Humility
• Initiative
• Learning Agility
• Resiliency
• Teamwork

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!

For an Environment that Supports Your Career Path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an Inclusive and Diverse Environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued.

We welcome all candidates!

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