Investment and Retirement Specialist
3 days ago
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 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. 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
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Investment and Retirement Specialist
3 days ago
Montréal, QC, Canada National Bank Full timeAs 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...
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Investment and Retirement Specialist
13 hours ago
Montréal, Canada National Bank of Canada Full time**Primary Locations**: **Montreal, Quebec** **Employee Status**: **Regular** **Schedule**: **Full-time** - Do you have business development experience in the field of investment products? - Are you autonomous, organized and perseverant? - Do you want to excel in a position that is entirely commission-based and where the sky is the limit? - Being an...
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Investment and Retirement Specialist
4 days ago
Pierrefonds, QC HH M, Canada National Bank of Canada Full timeAttendance: On-Site Employment Category: Intermediate Professional Type of Contract: Permanent Benefits for vendors: 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...
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Investment Specialist
2 days ago
Montréal, QC, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Montréal, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with...
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Montréal, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with...
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Rosemère, QC, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with...
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Investment Specialist
4 days ago
Montréal, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Retirement Consultant
1 day ago
Montréal, QC, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Investment Specialist
1 week ago
Vaudreuil-Dorion, QC JV H, Canada CIBC Full timeWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...
