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Financial Services Specialist
2 months ago
We are seeking a highly skilled Investment and Retirement Specialist to join our team at National Bank. As a key member of our wealth management 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 expand our reach in the market.
- Design and implement personalized retirement plans and strategies for clients, taking into account their unique needs and goals.
- Collaborate closely with financial advisors in branches as a specialist on investment and retirement, providing expert guidance and support.
- Coach financial advisors on topics such as pension plans, retirement, tax consequences of divorce or death, complex retirement products, annuities, retirement benefits, and severance pay.
- Lead client conferences on investment and retirement planning issues, providing expert insights and guidance.
- Stay up-to-date on market developments and trends, ensuring you are always informed and equipped to provide the best possible advice to clients.
We offer a dynamic and supportive work environment that values flexibility and work-life balance. Our hybrid work model allows you to work remotely and in the office, and we offer flexible leave arrangements to help you achieve your goals.
As a member of our team, you will have access to ongoing training and development opportunities, including on-the-job learning and personalized training content. You will also have the opportunity to work with a diverse and experienced team of professionals who are passionate about delivering exceptional client service.
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.
In addition to competitive compensation, we offer a wide range of benefits to support your wellbeing and that of your family, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.
We are committed to creating a positive and inclusive work environment that values diversity and promotes employee engagement. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
