Investment and Retirement Advisor

3 weeks ago

Fredericton, New Brunswick, Canada National Bank Full time
About the Role

We are seeking a highly skilled Investment and Retirement Specialist to join our team at National Bank. As a key member of our team, you will play a critical role in supporting and guiding clients in developing investment strategies tailored to their needs.

Key Responsibilities
  • Develop and implement integrated financial solutions aligned with client profiles to increase savings in your sector.
  • Conduct prospecting to develop your client base and identify new business opportunities.
  • Design and implement personalized retirement plans and strategies for clients.
  • Collaborate with financial advisors in branches as a specialist on investment and retirement products.
  • Provide coaching and training to financial advisors on topics such as pension plans, retirement, tax consequences, and complex retirement products.
  • Lead client conferences on investment and retirement planning issues.
  • Stay up-to-date on market developments and new trends.
About Our Team

We offer a dynamic work environment and cutting-edge collaboration tools that foster a positive employee experience. We actively listen to employees' ideas and encourage regular feedback and communication.

What We Offer
  • Competitive compensation and benefits package.
  • Flexible work arrangements, including a hybrid work model and flexible leave.
  • Access to personalized training content and on-the-job learning opportunities.
  • Opportunities to get involved in community initiatives.
  • Preferential banking services and employee benefits.
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.

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