Talent.com
National Bank
Investment and Retirement SpecialistNational Bank • La Baie, CA
Investment and Retirement Specialist

Investment and Retirement Specialist

National Bank • La Baie, CA
7 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 La Baie and Chicoutimi 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 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 such as: * 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 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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged. Making a bold move in a people-first environment 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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees. 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! What can you bring to our team? Join us!
Create a job alert for this search

Investment and Retirement Specialist • La Baie, CA

Similar jobs

Wealth Associate (Hybrid)

National BankChicoutimi, Quebec
Full-time +2

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will hel... Show more

 • Promoted

Business Strategy Specialist

Micro1Saguenay, Quebec, CA
CA$50.00 hourly
Full-time

Management Consultant / Business Strategy Specialist.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such ... Show more

 • Promoted

Elite Financial Planner & Client Growth Advisor

Banque Nationale du CanadaSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

A major financial institution is seeking a Financial Planner in Saguenay to advise clients and create personalized financial strategies.You will identify client investment needs, offer solutions, a... Show more

 • Promoted

National Bank Wealth Associate Opportunity

National Bank of CanadaSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

Take your career to the next level with National Bank as a Wealth Associate, focusing on exceptional client support and team collaboration.This hybrid role allows flexibility and work-life balance.... Show more

 • Promoted

Desjardins Wealth Management Associate

DesjardinsSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

Excel as a Wealth Management Associate with Desjardins, focusing on client support and financial product sales.Use your skills to analyze and meet client needs effectively.This role involves workin... Show more

 • Promoted

Expert en Consultation Financière au Canada

MNPSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

Devenez un Expert en Consultation Financière chez MNP, où l'innovation et la collaboration sont au rendez-vous.Ce poste vous permet d'influencer les stratégies des clients grâce à une analyse rigou... Show more

 • Promoted

Wealth Associate

National Bank of CanadaSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will help... Show more

 • Promoted

Adjoint en gestion de patrimoine

National Bank of CanadaSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

Une carrière d’adjoint dans l'équipe Gestion de patrimoine à la Banque Nationale, c’est un emploi où ton habileté à travailler en synergie avec la clientèle et tes collègues est mise de l’avant.Dan... Show more

 • Promoted

Adjoint en Gestion de Patrimoine - Hybride

National Bank of CanadaSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

Intégrez la Banque Nationale en tant qu'adjoint au département Gestion de patrimoine.Dans ce rôle, vous aiderez à offrir un service client qui impacte positivement les relations à long terme.En tan... Show more

 • Promoted

Residential Mortgage Specialist-Quebec province (Hybrid)

National BankSaguenay
Full-time +2

Advisory services, Mortgage products .Alma, Beauharnois, Chateauguay, Chibougamau, Dolbeau-Mistassini, Dorval, Drummondville, Ile-Bizard, Ile-Perrot, Lachine, Laval, Levis, Montreal, Pointe-Aux-Tre... Show more

Residential Financing Manager-Canada (On-Site)

National BankChicoutimi
Full-time +2

Advisory services, Mortgage products .Calgary, Chicoutimi, Edmonton, Gatineau, Kitchener, Laval, London, Longueuil, Moncton, Montreal, Ottawa, Quebec, Saguenay, Saint-Lazare, Sherbrooke, Terrebonne... Show more

Online Survey Participant: Work Remote and Earn Up To $25 Per Survey

Earn HausSaint-Honore, QC, CA
Remote
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Coordinator, Professional Services Contracts

Defence Construction CanadaSaguenay, Saguenay–Lac-Saint-Jean, CA
Permanent

Internal (DCC Employees) and External (General Public).The Coordinator, Professional Services Contracts, manages and administers medium-risk professional services contracts.The incumbent manages co... Show more

 • Promoted

Financial Planner

National Bank of CanadaSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

A career as a National Bank Financial Planner means you will be a financial planning expert who advises clients and drafts financial plans to meet their life goals.This position allows you to take ... Show more

 • Promoted

Hybrid Wealth Associate Role - National Bank

Banque Nationale du CanadaSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

Support advisors and enhance client satisfaction as a Wealth Associate at National Bank.This hybrid role combines exceptional customer service with analytical skills to positively affect wealth man... Show more

 • Promoted

Adjoint en gestion de patrimoine (Hybride)

National BankChicoutimi, Québec
Full-time +2

Une carrière d’adjoint dans l'équipe Gestion de patrimoine à la Banque Nationale, c’est un emploi où ton habileté à travailler en synergie avec la clientèle et tes collègues est mise de l’avant.Dan... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausSaint-Honore, QC, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Financial Sercives Assistant

DesjardinsSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

As an Wealth Management assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.You help sell securities products and services thr... Show more

 • Promoted

Sales Expert at Sleep Country Canada

Bed Bath & BeyondSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

Become a Sales Expert at Sleep Country Canada, connecting with customers to provide quality sleep solutions.This full-time associate role offers generous earning potential and ongoing training.Slee... Show more

 • Promoted

Wealth Associate

Banque Nationale du CanadaSaguenay, Saguenay–Lac-Saint-Jean, CA
Full-time

A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will help... Show more