Talent.com
National Bank
Retirement Stategy Advisor (On-Site)National Bank • Drummondville
Retirement Stategy Advisor (On-Site)

Retirement Stategy Advisor (On-Site)

National Bank • Drummondville
4 days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description
Attendance On-Site Job number 34666 Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 05-Aug-2026 Area(s) of interest: Advisory services, Personal banking Location(s): Blainville, Boucherville, Chicoutimi, Dieppe, Drummondville, Gatineau, Laval, Levis, Montreal, Quebec, Repentigny, Rimouski, Rouyn-Noranda, Saint-Eustache, Saint-Jean-Sur-Richelieu, Saint-Jerome, Sherbrooke, Terrebonne, Varennes

A career as a retirement Strategy Advisor at National Bank means acting as an expert·in retirement planning and strategies for clients. With your expertise, you can help your clients during key moments in their financial lives by developing personalised strategies to help them achieve their retirement and withdrawal goals.

Your job

  • Carry out financial and withdrawal analyses to optimise retirement income.
  • Advise clients on sources of retirement income, withdrawal strategies, registered plans and related tax issues.
  • Identify optimisation opportunities and recommend strategies adapted to clients' overall situation.
  • Work closely with financial planners, banking advisors and investment specialists to offer an integrated client experience.
  • Lead information meetings, workshops or presentations on retirement planning.
  • Ensure compliance, risk management rules and processes in effect.
  • Help develop teams' knowledge by sharing their expertise in retirement and withdrawals.


Your team

You are part of a specialised team that stands out for its collaborative spirit and commitment to providing a simple, human and personalised client experience. You work in synergy with various partners to generate a concrete impact on clients' financial lives. Collaboration, listening and good advice are central to our success.


Prerequisites

  • Bachelor’s degree in a relevant field (finance, financial planning, administration or related field)
  • Significant experience in financial planning, wealth management, retirement strategies or advisory services
  • Financial Planner designation (PL. .) or progress towards obtaining the title.
  • Solid knowledge of investment products, registered plans and withdrawal strategies.
  • Ability to explain complex financial concepts in plain language.
  • Interpersonal and communication skills
  • Strong client orientation and ability to work in partnership

Languages: Your benefitsIn 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 environmentWe’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! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
Create a job alert for this search

Retirement Stategy Advisor (On-Site) • Drummondville

Similar jobs

Associate (On-Site)

National BankDrummondville, 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

Information Technology Private Tutoring Jobs Becancour

SuperprofBecancour, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Survey Taker: Earn up to $25 per survey (Remote)

Earn HausBecancour, 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

Bilingual Health Physicist: Radiation Protection Lead

Canadian Nuclear LaboratoriesGentilly, Quebec, Canada
Full-time

A Canadian nuclear safety organization based in Gentilly is seeking a Bilingual Operational Health Physicist to lead radiation protection programs.The successful candidate will be involved in ensur... Show more

 • Promoted

On-Site Bilingual Customer Service Agent

Transport Bourret Inc.Drummondville
Full-time

Join our dedicated team as an On-Site Bilingual Customer Service Agent, focusing on client support in an urban transportation context.You will handle inquiries and perform various office duties wit... Show more

 • Promoted

Paid Online Survey Participant - No Experience

Clubshop | USL’Avenir, Quebec
Full-time

Discover The System Surveoo That’s Helping Newbies Earn Daily.Turn your free time into daily earnings by answering simple surveys.No product or tech skills needed.Join For Free And Start Earn... Show more

Financial security advisor, Life and health insurance

DesjardinsDrummondville, Centre-du-Québec, CA
Full-time

As a life and health insurance financial security advisor, you serve, prospect for, solicit, and develop and maintain business relationships with members and clients.You help sell life and health i... Show more

 • Promoted

Earn Money By Taking Surveys - Remote

AlmediaWickham, Canada
Remote
Full-time

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more

 • Promoted

Remote Referral Partnerships Lead

Micro1Becancour, Quebec, CA
CA$30.00 hourly
Remote
Full-time

AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more.AI... Show more

 • Promoted

Financial Advisor

CIBCDrummondville
Full-time

As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service... Show more

 • Promoted

Data Center Technician — On‑Site, Certifications & Growth

Reboot MonkeyDrummondville
Full-time

A leading data services provider in Drummondville is seeking a skilled Data Center Technician to support critical infrastructure at world-class data center facilities.This full-time role involves i... Show more

 • Promoted

From Hobby to Income: Turn Gaming into a Paying Side Hustle

Free Cash by AlmediaRacine, Other, Canada
Full-time

Receive a $5 welcome bonus when you complete your first offer!Make money in your spare time by completing online tasks:.Take paid surveys (5-15 minutes each).Test new mobile games and apps.Share yo... Show more

 • Promoted

Full-Time Focus Group Participant ($300 - $850 for multiple sessions)

ApexFocusGroupDrummondville, QC, CA
Full-time +1

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No Administrative Assistant admin experience needed.Adminis... Show more

 • Promoted

Client Experience Associate at TD Canada Trust

TDDrummondville
Full-time

Shape memorable experiences for customers as a Client Experience Associate with TD Canada Trust in Drummondville, Quebec.This role involves executing financial processes while prioritizing exceptio... Show more