Investment and Retirement Specialist, Irs

2 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 NBC's clientele.

**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)
- Availability to move

**#LI-Onsite**

**#LI-MC1**

**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...


  • Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Montreal, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: Being an Investment and Retirement Specialist means working for a recognized bank by supporting your clients in developing investment strategies that are tailored to their needs. You will stand out by your determination, your...


  • montréal, Canada Scotiabank Full time

    Requisition ID: 198320Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs an Investment & Personal Banking Specialist, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the tea


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 192807 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 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...

  • Investment Specialist

    1 month 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...


  • 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 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...


  • Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** ** This position will be shared to support two (2) teams. **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...

  • Investment Specialist

    1 month 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 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...


  • 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...


  • Montréal, Canada iA Groupe financier iA Financial Group Full time

    Group Benefits and Retirement Solutions/Permanent/Telework or hybrid/Desired start date: As soon as possible_ Are you interested in participating to the development of a comprehensive and attractive product offering for group savings and retirement clients? We may have the right opportunity for you! The Product Leader will be accountable for all aspects of...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 158200 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...


  • 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...


  • montréal, Canada Scotiabank Full time

    Requisition ID: 158200Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As an Investment Representative (IR) you are the primary point of contact for Scotia iTRADE clients through our inbound Contact Centre. As a licensed IR, you will execute trade


  • montréal, Canada Scotiabank Full time

    Requisition ID: 158200Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Representative (IR) you are the primary point of contact for Scotia iTRADE clients through our inbound Contact Centre. As a licensed IR, you will execute trad


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 195584 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment...


  • 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 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...