Guide clients toward tailored investment strategies as a National Bank Investment and Retirement Specialist in a hybrid work model. Use product expertise and trusted partnerships.
This specialist supports clients with investment and retirement planning. The position requires business development experience, excellent investment product knowledge, and a Mutual Fund Representative licence. You will work with branch financial advisors and internal partners to develop integrated financial solutions aligned with client profiles. French and English are required.
Key Responsibilities:
- Increase sector savings through integrated financial solutions
- Prospect to develop and expand your client base
- Prepare personalized retirement plans and strategies
- Collaborate with branch financial advisors as an investment specialist
- Lead client conferences on investment and retirement planning
Requirements:
- Related college diploma, certificate, bachelor's, or master's degree
- Mutual Fund Representative licence
- Business development experience
- Excellent knowledge of investment products
- French and English language proficiency
Apply investment expertise, retirement planning, and client-focused communication while supporting National Bank clients and branch advisors through tailored strategies.
Investment Retirement Planning 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.
