Empower clients as an Investment and Retirement Specialist at National Bank, working hybrid from Edmundston, Grand Falls, or Saint-Quentin. Your expertise in investment products will guide tailored financial strategies.
As an Investment and Retirement Specialist, you'll support clients by developing personalized investment plans while collaborating closely with branch financial advisors. This role requires proactive prospecting to expand your client base, and you'll coach advisors on complex retirement products and strategies. You'll also monitor market trends to provide the best solutions.
Key Responsibilities:
- Offer integrated financial solutions to clients
- Develop personalized retirement plans for individuals
- Guide financial advisors on investment products
- Conduct client conferences on retirement planning
- Monitor market developments to inform strategies
Requirements:
- College diploma or higher in related field
- Mutual fund representative licence required
- Proven business development experience
- Excellent knowledge of investment products
- Bilingual in English and French preferred
Drive successful investment strategies and enhance client satisfaction at National Bank.
Investment Specialist at National Bank in Edmundston employer: Banque Nationale du Canada
At National Bank of Canada, we pride ourselves on fostering a dynamic work culture that prioritizes employee growth and collaboration. As a Senior Advisor in Consumer Protection Compliance, you will benefit from a hybrid work arrangement, allowing for flexibility while engaging with senior leadership and shaping our compliance framework. Our commitment to regulatory excellence and risk management ensures that you will be part of a team that values your expertise and encourages meaningful contributions.
Contact Details:
Banque Nationale du Canada Recruitment Team
