Investment and Retirement Specialist

5 months ago


Montréal, Canada National Bank of Canada Full time

A career as an Investment and Retirement Specialist in the Investment and Retirement team at National Bank means acting as an expert in investment and retirement planning for our individual clients. It is through your expertise, your sales and advisory skills, your experience with clients who question retirement and your investment knowledge, retirement taxation and the strategies to put in place for retirees and pre-retirees that you have a positive impact on the experience of the National Bank of Canada's clientele.

You will be working out of the Cote-des-Neige branch.

**Your role**
- Make sure to advise, via our financial planning tools, our clients wondering about retirement
- Achieve sales targets and other key sales force metrics
- Accompany or Influence your colleagues in the branch to achieve your goals
- Participate in the dynamic life of the branches allocated to you by acting as an investment leader

**Your team**

Within the Investment and Retirement sector, you are part of a team of more than 125 colleagues paid 100% commission and you report to the Senior Director, Investment and Retirement. Our team stands out for its expertise, its great autonomy, but also for its dedication to make a real difference in the lives of our customers.

We favor a variety of forms of continuous learning to enrich your development, including learning in action, training content available to you and working in collaboration with colleagues of diverse expertise and profiles.

**Basic requirements**
- Bachelor's degree and a minimum of 5 years of experience in a bank branch
- Experience in business development
- Hold the title of mutual fund representative (required)
- Flexibility to be mobile

**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
- Initiatives promoting community involvement
- 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.



  • Montréal, Canada National Bank of Canada Full time

    A career as an Investment and Retirement Specialist in the Investment and Retirement team at National Bank means acting as an expert in investment and retirement planning for our individual clients. It is through your expertise, your sales and advisory skills, your experience with clients who question retirement and your investment knowledge, retirement...

  • Bilingual Investment

    2 months ago


    Montréal, QC, Canada Canada Life Assurance Company Full time

    Bilingual Investment & Retirement Specialist **Description: - Permanent Full Time- We are looking for an Investment & Retirement Specialist to join our Investment & Retirement Solutions team within the Freedom Experience department. This is one of the fastest growing areas within Canada Life.- **What you will do**: - Provide personalized retirement and...


  • Montréal, QC, Canada The Canada Life Assurance Company Full time

    Permanent Full Time We are looking for an Investment & Retirement Specialist to join our Investment & Retirement Solutions team within the Freedom Experience department. This is one of the fastest growing areas within Canada Life. What you will do: - Provide personalized retirement and investment guidance to group plan members specific to their portfolio...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 174301 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding...


  • Montréal, Canada WTW Full time

    WTW Retirement consultants have deep experience working with organizations of all types and sizes. We’ve worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering, and...


  • Montréal, Canada National Bank of Canada Full time

    A career as an Investment and Retirement Specialist in the Investment and Retirement team at National Bank means acting as an expert in investment and retirement planning for our individual clients. It is through your expertise, your sales and advisory skills, your experience with clients who question retirement and your investment knowledge, retirement...

  • Retirement Consultant

    5 months ago


    Montréal, Canada Sun Life Full time

    You 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...


  • Montréal, QC, Canada WTW Full time

    WTW Retirement consultants have deep experience working with organizations of all types and sizes. We’ve worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering, and...

  • Investment Specialist

    5 months ago


    Montréal, Canada CIBC Full time

    We’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...

  • Investments Specialist

    5 months ago


    Montréal, Canada CIBC Full time

    We’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...

  • Investment Specialist

    2 weeks ago


    Montréal, QC, Canada CIBC Full time

    We’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...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 150824 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 188750 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...


  • Montréal, Canada Mercer Full time

    Mercer’s Alternatives practice is looking for an **Alternatives Investment Specialist **to join our Montreal or Toronto Office! **What can you expect?** Mercer is pleased to present an exciting opportunity to join our successful and rising Alternative Investments team within our Alternatives business. In this position you will have the opportunity to...

  • Investment Analyst

    5 months ago


    Montréal, Canada Mercer Full time

    At Mercer, we’re creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally - regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are. You are welcome...

  • Product Specialist

    5 months ago


    Montréal, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 148361 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...


  • Montréal, Canada WTW Full time

    **The Business** **Create your future. **Join our Retirement consulting team in providing expertise in retirement and investment consulting to support global organizations in designing, managing, administering, and communicating various retirement plans. Whether a client has a defined benefit pension or a defined contribution plan, we work with them to...


  • montréal, Canada National Bank Full time

    A career as an advisor in the Pensions, Wellness and Benefits team at National Bank means acting as a specialist in NBC pension plans for members, retirees and numerous internal and external stakeholders. It is through your analytical and communication skills, your experience in managing complex cases and continuous improvement, and your knowledge of...


  • montréal, Canada National Bank Full time

    A career as an advisor in the Pensions, Wellness and Benefits team at National Bank means acting as a specialist in NBC pension plans for members, retirees and numerous internal and external stakeholders. It is through your analytical and communication skills, your experience in managing complex cases and continuous improvement, and your knowledge of...