At a Glance
- Tasks: Guide clients in crafting personalized investment and retirement strategies.
- Company: Join National Bank, a people-first organization with a dynamic culture.
- Benefits: Enjoy flexible work options, health programs, and a generous pension plan.
- Other info: Collaborative environment with ongoing training and community involvement opportunities.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: College diploma or higher, MFR licence, and business development experience.
The predicted salary is between 63000 - 77000 $ per year.
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 XXX 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
- Languages: French, English
Required skills: Accountability, Client-focused, Communication, Emotional Intelligence, Learning Agility, Listening, Problem Solving, Standards Compliance, Teamwork
- Your benefits
- 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!
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Investment and Retirement Specialist in Edmundston employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
