Investment & Retirement Strategist — Hybrid Role

A leading financial institution in Montreal seeks an Investment and Retirement Specialist to enhance client savings with tailored financial solutions. Responsibilities include client prospecting, developing retirement plans, collaborating with financial advisors, and delivering client conferences. Candidates must possess a college diploma and MFR licence....

A leading financial institution in Montreal seeks an Investment and Retirement Specialist to enhance client savings with tailored financial solutions. Responsibilities include client prospecting, developing retirement plans, collaborating with financial advisors, and delivering client conferences. Candidates must possess a college diploma and MFR licence....

A leading financial institution in Montreal seeks an Investment and Retirement Specialist to enhance client savings with tailored financial solutions. Responsibilities include client prospecting, developing retirement plans, collaborating with financial advisors, and delivering client conferences. Candidates must possess a college diploma and MFR licence....

A leading financial institution in Montreal seeks an Investment and Retirement Specialist to guide clients in personalized investment strategies. The role involves coaching financial advisors, leading client conferences, and expanding the client base. Ideal candidates will have a background in finance, a valid MFR licence, and strong expertise in investment...

A leading financial institution in Montreal seeks an Investment and Retirement Specialist to guide clients in personalized investment strategies. The role involves coaching financial advisors, leading client conferences, and expanding the client base. Ideal candidates will have a background in finance, a valid MFR licence, and strong expertise in investment...

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...

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...

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....