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Investment and Retirement Strategist

2 months ago

Windsor, Ontario, Canada NBC Full time
{"h1": "Investment and Retirement Specialist Role at NBC", "p": "At NBC, we're committed to helping our clients achieve their financial goals through expert investment and retirement planning. As an Investment and Retirement Specialist, you'll play a key role in supporting and guiding clients in developing tailored investment strategies that meet their unique needs.

Your Key Responsibilities:

* Increase savings in your sector by offering integrated financial solutions aligned with client profiles
* Carry out prospecting to develop your client base
* Draw up retirement plans and personalized strategies for clients
* Work closely with financial advisors in branches as a specialist on investment and retirement
* Coach financial advisors on topics such as pension plans, retirement, tax consequences of a divorce or death, complex retirement products, and annuities
* Lead client conferences on investment and retirement planning issues
* Monitor market developments and stay informed on new trends

What We Offer:

* A hybrid work model with remote and in-office options
* Work schedule arrangements to help achieve work-life balance
* Flexible leave to take when important
* On-the-job learning to master your role
* Access to personalized training content
* Colleagues with diverse expertise, experiences, and backgrounds

Requirements:

* 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

Join us at NBC and contribute to our mission of having a positive impact on people's lives.

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.

We welcome all candidates and want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us.

Come live your ambitions with us at NBC."}