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National Bank of Canada
Investment and Retirement SpecialistNational Bank of Canada • Montreal (administrative region), QC, Canada
Investment and Retirement Specialist

Investment and Retirement Specialist

National Bank of Canada • Montreal (administrative region), QC, Canada
30+ days ago
Job type
  • Full-time
Job description

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 Outremont and Ville Mont Royal 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

Required skills: Accountability, Business Expansion, Client-focused, Communication, Emotional Intelligence, Learning Agility, Listening, Problem Solving, Standards Compliance, Teamwork

Your benefits

  • 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
  • Involvement in community initiatives
  • Telemedicine service
  • Virtual sleep clinic

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates!

Join us!

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Investment and Retirement Specialist • Montreal (administrative region), QC, Canada

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