Investment & Retirement Planning Expert
National Bank of Canada
Join a forward-thinking team as an Investment and Retirement Planning Expert focused on delivering customized financial solutions. This hybrid position facilitates work-life balance while addressing client needs in Anjou and St Leonard. As a specialist in investment and retirement, you will work closely with clients to enhance their savings and develop personalized strategies. You'll prospect for new clients and collaborate with financial advisors, coaching them on important topics such as complex retirement products and the implications of financial events. Additionally, you’ll lead client engagements and stay on top of market trends. Key Responsibilities:
- Increase client savings with tailored financial strategies
- Develop and implement personalized retirement plans
- Coach advisors on pension plans and other retirement topics
- Facilitate client conferences on investment issues
- Monitor and analyze market trends for insights
- Bachelor’s degree or higher in finance or relevant discipline
- Must possess a Mutual fund representative (MFR) licence
- Strong background in business development required
- In-depth knowledge of investment products essential
- Understanding of complex retirement products crucial
Vacancy posted 5 days ago
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