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:
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 Markham/Aurora 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 :
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!
Investment Development Specialist • Markham, ON, CA
Description: Business Development Specialist.We are an innovative fintech company revolutionizing the digital payments industry.Our mission is to deliver seamless, secure, and efficient financial s... Show more
Chief People Officer & Mortgage Agent Level 2 | Fostering Growth & Excellence in Mortgage Servicing at Burke Financial.Job Title: Inside Sales - Licensed Mortgage Agent Level 2.Compensation Type: C... Show more
Build your own business, where your success is driven by the relationships you build, the people you support, and the impact you make in your community.Co-operators is expanding its financial servi... Show more
Seeking an Investment Specialist/Financial Planner for Meridian's Wealth team in the GTA.Role involves providing customized financial strategies, managing member accounts, and building relation... Show more
Seeking an Investment Specialist/Financial Planner to help members achieve financial goals by recommending customized strategies for investments, retirement, and risk management.Build relationships... Show more
Ce poste consiste à développer des stratégies d'investissement et à gérer des portefeuilles pour une clientèle aisée.Le candidat idéal possède un diplôme en finance et 3 ans d'expérience. Show more
Engage with BDC’s Thrive Venture Fund as a Principal Investment Specialist, focusing on the growth of women-led tech companies in Canada.Embrace a blend of deal-making and portfolio support in a hy... Show more
Work Arrangement: Hybrid (Home Office/Richmond Hill Office).At Mazda, we love sharing the beautiful machines we craft with the world.But even more, we love building relationships with the people wh... Show more
Launch your career in capital markets as a Business Development Representative in Toronto.This role focuses on client engagement and developing vital industry connections.You will play a crucial pa... Show more
McCarthy Tétrault is a leading Canadian law firm offering a full suite of legal and business solutions to clients in Canada and around the world.With offices in Toronto, Montréal, Québec City, Calg... Show more
Pursue a rewarding career as a Sales Development Representative at IBM, focusing on converting marketing Client Interests into valuable Sales Qualified Leads in Canada.Enhance client engagement thr... Show more
Become a pivotal Investment Advisor driving client success through expert wealth management strategies.Join an organization dedicated to high-quality service and innovative practices.In this role, ... Show more
A career as an Investment Development Specialist in the Wealth team at National Bank means acting as an expert in investment growth.This role allows you to have a positive impact on our organizatio... Show more
Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more
Business Development Specialist.We’re a marketing company that solves the hiring challenge — helping mission‑driven companies attract, engage, and hire top talent without the agency fluff or inflat... Show more
MFC) is a subsidiary of FUTU Holdings Inc.NASDAQ: FUTU), a global leader in online brokerage and wealth management solutions.Moomoo is one of the most trusted and innovative retail trading platform... Show more
ZenaTech is a Nasdaq-listed emerging technology company providing AI drone, Drone as a Service (DaaS), and enterprise SaaS solutions for mission-critical applications for business and governments.T... Show more
Conseiller en placement indépendant pour clients fortunés, développant des stratégies de gestion de patrimoine personnalisées et construisant une base de clients par la prospection et la stratégie ... Show more
A Canadian aerospace startup is seeking an Investor Relations & Capital Formation Manager to lead fundraising efforts for its orbital launch vehicle.The ideal candidate will have a Bachelor's degre... Show more
Conseiller d'investissement recherché pour fournir des conseils en gestion de patrimoine à une clientèle aisée.Expérience requise en relations clients et diplôme en finance. Show more
