Investment and Retiremenspecialist Montreal-west

3 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 three branches: Monkland, Wellington and Salaberry

**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.

**Prerequisites**
- 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
- 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.

Come live your ambitions with us

  • Investment Specialist Associate, Montreal

    3 months ago

    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...

  • Vice President, Investments and Head of Montreal

    3 weeks ago

    Montréal, QC, Canada Fitzrovia Full time

    About the Role:The Vice President, Investments and Head of our Montreal office will be responsible for the regional management of Fitzrovia’s investment strategy and related business activities, ensuring efficient operations and execution of the Company’s overall strategy in the Montreal region. This role will work closely with other senior members of...

  • Investments Specialist

    4 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 Associate

    3 months ago

    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...

  • Bilingual Director, Investment Banking

    3 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 192421 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Bilingual Director, Investment Banking - Montreal, QC** **Global Banking and Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and...

  • Analyst, Global Investment Banking

    3 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...

  • Analyst, Investment Banking

    3 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 180303 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Analyst, Investment Banking - Montreal, QC** **Why work for Scotiabank?** Scotiabank is a leading bank in the Americas. We are powered by our 97,000 high-performing teammates who are making a real difference around the world as...

  • Receptionist - Jfl - Montreal

    3 months ago

    Montréal, Canada Jarislowsky Fraser Full time

    **Requisition ID**: 182676 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Jarislowsky, Fraser Limited is an investment management firm with over 60 years of experience conducting fundamental research and managing assets for pension funds, foundations and endowments, corporations and individuals in...

  • Home Financing Advisor

    3 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 192141 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...

  • Home Financing Advisor

    3 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 192141 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...

  • Investment Operation Assistant

    3 months ago

    Montréal, Canada Applied Research Investments Full time

    **Position: Investment Operation Assistant** **City: Montreal** Investment operation assistant position at an investment management firm in old Montreal. Securities reconciliation duties - Assisting in securities reconciliation - Assisting process analysis and re-engineering, system configuration and testing; - Responsible for ongoing data management; -...

  • Associé(e), Investissements

    3 weeks ago

    Montréal, QC, Canada Fitzrovia Full time

    Associé(e), InvestissementsA propos du poste :Fitzrovia cherche à embaucher un(e) associé(e) pour se joindre à l'équipe des investissements. L’associé(e) travaillera en collaboration avec tous les départements et aura une interaction directe avec les cadres supérieurs de Fitzrovia. associé(e) sera exposé à tous les aspects du développement...

  • Investment Associate

    3 months ago

    Montréal, Canada Valsoft HQ (EN) Full time

    The Investment Associate will work in an extremely entrepreneurial environment and will be responsible for conducting research and analysis with the ultimate goal of capital deployment and investment. You would join our small but mighty team in Montreal, Canada. This is an incredible opportunity to manage, invest and deploy large capital at an extremely...

  • Wealth 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...

  • Bilingual Associate Investment Counsellor

    3 months ago

    Montréal, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Investment Associate

    3 months ago

    Montréal, Canada Valsoft HQ (EN) Full time

    The Investment Associate will work in an extremely entrepreneurial environment and will be responsible for conducting research and analysis with the ultimate goal of capital deployment and investment. You would join our small but mighty team in Montreal, Canada. This is an incredible opportunity to manage, invest and deploy large capital at an extremely...

  • Administrative Assistant, Dynamic Funds

    3 months ago

    Montréal, Canada Scotiabank Full time

    **Requisition ID**: 197156 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth...

  • Investment Alternatives Specialist

    4 months ago

    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...

  • Financial Analyst

    3 months ago

    Montréal, Canada Laurier Capital Investment Full time

    Laurier Capital Investment stands as a premier real estate firm, specializing in residential rental properties in Montreal. We are currently in search of a proficient and motivated Financial Analyst to join our dynamic team. As a Financial Analyst, your role will be pivotal in aiding our decision-making processes by delivering precise financial analysis,...

  • Associate, Investment Banking

    3 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 194847 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Associate, Global Investment Banking - Montréal, QC** **Global Banking and Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and...