Guide investment strategies and retirement planning for National Bank clients across Markham and Aurora through a hybrid work model. Use product expertise and client-focused communication daily.
As an Investment and Retirement Specialist, you will support clients with personalized financial strategies. You will grow savings, prospect for new clients, and collaborate with branch advisors, internal partners, and mortgage specialists. Your work includes retirement planning, client conferences, advisor coaching, and monitoring market developments.
Key Responsibilities:
- Offer integrated financial solutions aligned with client profiles
- Prospect to develop your client base
- Prepare personalized retirement plans and strategies
- Coach advisors on retirement and investment topics
- Lead investment and retirement planning conferences
Requirements:
- Related college diploma, certificate, bachelor's, or master's degree
- Mutual fund representative licence
- Business development experience
- Excellent knowledge of investment products
- English, Cantonese, and Mandarin language skills
Apply investment product knowledge, retirement expertise, and relationship-building skills while serving National Bank clients in Markham and Aurora.
Investment and Retirement Specialist in Markham 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.
