Investment & Retirement Advisor - Client Loyalty

A leading financial services company in Montreal seeks an Investment & Retirement Specialist to enhance customer loyalty and satisfaction. Responsibilities include providing personalized investment advice and managing client relations. The ideal candidate will have five years of experience in financial services, strong communication skills, and will ideally...

Permanent Full Time We are looking for an Investment & Retirement Specialist to join the Freedom Experience team. This is one of the fastest growing areas within Canada Life. This role seeks to ensure the satisfaction and loyalty of our valued customers, so that they continue to invest their financial assets within our organization. Your objective will be to...

Permanent Full Time We are looking for an Investment & Retirement Specialist to join the Freedom Experience team. This is one of the fastest growing areas within Canada Life. This role seeks to ensure the satisfaction and loyalty of our valued customers, so that they continue to invest their financial assets within our organization. Your objective will be to...

Investment and Retirement Specialist – National Bank of Canada Join to apply for the Investment and Retirement Specialist role at National Bank of Canada. 4 days ago – Be among the first 25 applicants. As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their...

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...

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....

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....

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...

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...

Attendance Hybrid Job number 29706 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 24-Nov-2025 Area(s) of interest: Wealth management Location(s): Montreal, Montreal As an Investment and Retirement Specialist at National Bank, you will support and guide clients...