Remote Investment Specialist

2 days ago

Montréal QC, 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. 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.
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 West island (Pierrefond).
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as (to be completed) to support your ongoing learning. College diploma, university certificate, bachelor’s or master’s degree in a related field
Excellent knowledge of investment products


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. 
* Flexible group insurance
* Generous pension plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved in community initiatives
* Virtual sleep clinic 
Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.

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