Current jobs related to Investment and retirement specialist - Fredericton - Banque Nationale du Canada

  • Investment and retirement specialist

    4 months ago

    Fredericton, 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.Your job:Increase savings in your...

  • Investment and Retirement Specialist

    2 weeks ago

    Fredericton, New Brunswick, Canada National Bank Full time

    Job SummaryWe are seeking a highly skilled Investment and Retirement Specialist to join our team at National Bank. As a key member of our wealth management team, you will be responsible for supporting and guiding clients in developing investment strategies tailored to their needs.Your expertise in investment products, combined with your strong network of...

  • Investment and Retirement Specialist

    3 months ago

    fredericton, 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 th

  • Investment and Retirement Specialist

    3 months ago

    Fredericton, 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 t

  • Investment and Retirement Specialist

    3 months ago

    Fredericton, 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 Advisor

    4 weeks ago

    Fredericton, New Brunswick, Canada National Bank Full time

    Investment and Retirement Specialist RoleAs an Investment and Retirement Specialist at National Bank, you will play a key 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 products will be essential to your success.Key...

  • Investment and Retirement Advisor

    1 month ago

    Fredericton, 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

    1 month ago

    Fredericton, 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 weeks ago

    Fredericton, New Brunswick, Canada National Bank Full time

    Investment and Retirement Specialist RoleAs an Investment and Retirement Specialist at National Bank, you will play a key 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 products will be essential to your success.Key...

  • Investment and Retirement Specialist

    3 months ago

    Fredericton, 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 Strategist

    1 month ago

    Fredericton, New Brunswick, 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

    1 month ago

    Fredericton, New Brunswick, 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

    4 weeks ago

    Fredericton, New Brunswick, Canada Banque Nationale du Canada Full time

    Investment and Retirement SpecialistAs an Investment and Retirement Specialist at Banque Nationale du Canada, you will play a key role in helping clients achieve their long-term financial goals. Your expertise in investment products and retirement planning will be essential in developing tailored strategies that meet the unique needs of each client.Key...

  • Investment and Retirement Strategist

    4 weeks ago

    Fredericton, New Brunswick, Canada Banque Nationale du Canada Full time

    Investment and Retirement SpecialistAs an Investment and Retirement Specialist at Banque Nationale du Canada, you will play a key role in helping clients achieve their long-term financial goals. Your expertise in investment products and retirement planning will be essential in developing tailored strategies that meet the unique needs of each client.Key...

  • Investment and Retirement Advisor

    4 weeks ago

    Fredericton, New Brunswick, Canada National Bank Full time

    Job Title: Investment and Retirement SpecialistAs an Investment and Retirement Specialist at National Bank, you will play a key 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 products will be essential to your...

  • Investment and Retirement Advisor

    4 weeks ago

    Fredericton, New Brunswick, Canada National Bank Full time

    Job Title: Investment and Retirement SpecialistAs an Investment and Retirement Specialist at National Bank, you will play a key 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 products will be essential to your...

  • Investment and Retirement Strategist

    4 weeks ago

    Fredericton, New Brunswick, 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 financial decision-making.Key...

  • Investment and Retirement Strategist

    4 weeks ago

    Fredericton, New Brunswick, 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 financial decision-making.Key...

  • Investment and Retirement Strategist

    3 weeks ago

    Fredericton, New Brunswick, Canada National Bank Full time

    Investment and Retirement Specialist RoleAs an Investment and Retirement Specialist at Banque Nationale du Canada, you will play a key role in helping clients achieve their long-term financial goals.Key Responsibilities:Develop and implement personalized investment strategies tailored to clients' needs and risk tolerance.Provide expert advice on retirement...

  • Investment and Retirement Strategist

    3 weeks ago

    Fredericton, New Brunswick, Canada National Bank Full time

    Investment and Retirement Specialist RoleAs an Investment and Retirement Specialist at Banque Nationale du Canada, you will play a key role in helping clients achieve their long-term financial goals.Key Responsibilities:Develop and implement personalized investment strategies tailored to clients' needs and risk tolerance.Provide expert advice on retirement...

Investment and retirement specialist

2 months ago

Fredericton, 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.

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.

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:

  • English
  • French
#J-18808-Ljbffr