Investment and Retirement Specialist

1 week ago

Windsor, Canada National Bank of Canada Full time

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 Windsor territory.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content 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


Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
  • 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
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic
These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us #J-18808-Ljbffr

  • Investment Retirement Specialist

    3 weeks ago

    Windsor, Ontario, Canada Banque Nationale Full time

    About the RoleAs a Specialist in Investment and Retirement at Banque Nationale, you will play a crucial role in guiding clients in developing tailored investment strategies that meet their needs. Your determination and strong network with colleagues in our branches will be essential in delivering exceptional service.Key ResponsibilitiesDevelop and implement...

  • Investment Retirement Specialist

    3 weeks ago

    Windsor, Ontario, Canada Banque Nationale Full time

    About the RoleAs a Specialist in Investment and Retirement at Banque Nationale, you will play a crucial role in guiding clients in developing tailored investment strategies that meet their needs. Your determination and strong network with colleagues in our branches will be essential in delivering exceptional service.Key ResponsibilitiesDevelop and implement...

  • Investment and Retirement Specialist

    4 months ago

    Windsor, Canada National Bank Full time

    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...

  • Investment and Retirement Specialist

    3 weeks ago

    Windsor, Canada National Bank Full time

    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...

  • Investment and Retirement Specialist

    3 weeks ago

    Windsor, Canada National Bank Full time

    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...

  • Investment and Retirement Specialist

    3 weeks ago

    Windsor, Canada National Bank Full time

    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 jobIncrease savings in your...

  • Investment and Retirement Specialist

    4 months ago

    windsor, Canada National Bank Full time

    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

  • Investment and Retirement Specialist

    4 months ago

    Windsor, Canada National Bank Full time

      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...

  • Investment and Retirement Specialist

    4 months ago

    Windsor, Canada National Bank Full time

      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...

  • Investment and Retirement Specialist

    1 month ago

    Windsor, Canada Banque Nationale du Canada Full time

    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.ResponsibilitiesIncrease savings in...

  • Investment and Retirement Specialist

    4 months ago

    Windsor, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Investment and Retirement Specialist

    1 month ago

    Windsor, Canada Banque Nationale du Canada Full time

    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.ResponsibilitiesIncrease savings in...

  • Investment and Retirement Advisor

    7 days ago

    Windsor, Ontario, Canada NBC Full time

    {"h1": "Investment and Retirement Specialist Role", "p": "At National Bank, we're committed to helping our clients achieve their financial goals. As an Investment and Retirement Specialist, you'll play a key role in supporting and guiding clients in developing investment strategies tailored to their needs. Your expertise, combined with our comprehensive...

  • Investment and Retirement Advisor

    1 week ago

    Windsor, Ontario, Canada NBC Full time

    {"h1": "Investment and Retirement Specialist Role", "p": "At National Bank, we're committed to helping our clients achieve their financial goals. As an Investment and Retirement Specialist, you'll play a key role in supporting and guiding clients in developing investment strategies tailored to their needs. Your expertise, combined with our comprehensive...

  • Investment and Retirement Advisor

    5 days ago

    Windsor, Ontario, Canada National Bank Full time

    {"title": "Investment and Retirement Specialist", "description": "Key ResponsibilitiesAs an Investment and Retirement Specialist at National Bank, you will play a crucial role in supporting and guiding clients in developing investment strategies tailored to their needs. Your determination, strong network of branch advisors, and in-depth knowledge of...

  • Investment and Retirement Advisor

    4 days ago

    Windsor, Ontario, Canada National Bank Full time

    {"title": "Investment and Retirement Specialist", "description": "Key ResponsibilitiesAs an Investment and Retirement Specialist at National Bank, you will play a crucial role in supporting and guiding clients in developing investment strategies tailored to their needs. Your determination, strong network of branch advisors, and in-depth knowledge of...

  • Investment and Retirement Strategist

    3 days ago

    Windsor, Ontario, Canada National Bank Full time

    Investment and Retirement Specialist RoleAs an Investment and Retirement Specialist at National Bank, you will play a crucial role in helping clients achieve their long-term financial goals. Your expertise in investment strategies and retirement planning will be essential in guiding clients through the complexities of wealth management.Key...

  • Investment and Retirement Strategist

    3 days ago

    Windsor, Ontario, Canada National Bank Full time

    Investment and Retirement Specialist RoleAs an Investment and Retirement Specialist at National Bank, you will play a crucial role in helping clients achieve their long-term financial goals. Your expertise in investment strategies and retirement planning will be essential in guiding clients through the complexities of wealth management.Key...

  • Investment and Retirement Strategist

    2 weeks ago

    Windsor, Ontario, Canada NBC Full time

    {"h1": "Investment and Retirement Specialist Role at NBC", "p": "At NBC, we're committed to helping our clients achieve their financial goals through expert investment and retirement planning. As an Investment and Retirement Specialist, you'll play a key role in supporting and guiding clients in developing tailored investment strategies that meet their...

  • Investment and Retirement Strategist

    2 weeks ago

    Windsor, Ontario, Canada NBC Full time

    {"h1": "Investment and Retirement Specialist Role at NBC", "p": "At NBC, we're committed to helping our clients achieve their financial goals through expert investment and retirement planning. As an Investment and Retirement Specialist, you'll play a key role in supporting and guiding clients in developing tailored investment strategies that meet their...