Current jobs related to Investment and Retirement Strategist - Fredericton, New Brunswick - National Bank

  • Investment and Retirement Strategist

    2 months ago

    Fredericton, New Brunswick, Canada National Bank Full time

    About the RoleAs an Investment and Retirement Strategist at National Bank, you will play a key role in supporting and guiding clients in developing investment strategies tailored to their needs. Your determination, strong network of branch advisors and internal partners, and in-depth knowledge of investment products will be essential to your success.Key...

  • Investment and Retirement Strategist

    2 months ago

    Fredericton, New Brunswick, Canada National Bank Full time

    About the RoleAs an Investment and Retirement Strategist at National Bank, you will play a key role in supporting and guiding clients in developing investment strategies tailored to their needs. Your determination, strong network of branch advisors and internal partners, and in-depth knowledge of investment products will be essential to your success.Key...

  • Investment and Retirement Strategist

    4 weeks ago

    Fredericton, New Brunswick, Canada Banque Nationale du Canada Full time

    Investment and Retirement SpecialistAs an Investment and Retirement Specialist at Banque Nationale du Canada, you will play a key role in helping clients achieve their long-term financial goals. Your expertise in investment products and retirement planning will be essential in developing tailored strategies that meet the unique needs of each client.Key...

  • Investment and Retirement Strategist

    4 weeks ago

    Fredericton, New Brunswick, Canada Banque Nationale du Canada Full time

    Investment and Retirement SpecialistAs an Investment and Retirement Specialist at Banque Nationale du Canada, you will play a key role in helping clients achieve their long-term financial goals. Your expertise in investment products and retirement planning will be essential in developing tailored strategies that meet the unique needs of each client.Key...

  • Investment and Retirement Strategist

    1 month ago

    Fredericton, New Brunswick, Canada National Bank Full time

    Investment and Retirement Specialist RoleAs an Investment and Retirement Specialist at National Bank, you will play a crucial role in helping clients achieve their long-term financial goals. Your expertise in investment strategies and retirement planning will be essential in guiding clients through the complexities of wealth management.Key...

  • Investment and Retirement Strategist

    1 month ago

    Fredericton, New Brunswick, Canada National Bank Full time

    Investment and Retirement Specialist RoleAs an Investment and Retirement Specialist at National Bank, you will play a crucial role in helping clients achieve their long-term financial goals. Your expertise in investment strategies and retirement planning will be essential in guiding clients through the complexities of wealth management.Key...

  • Investment and Retirement Strategist

    2 months ago

    Fredericton, New Brunswick, Canada Banque Nationale du Canada Full time

    Job Summary:As a key member of the Banque Nationale du Canada team, the Investment and Retirement Specialist will play a crucial role in supporting and guiding clients in developing tailored investment strategies that meet their unique needs. This position requires a strong network of branch advisors and internal partners, as well as in-depth knowledge of...

  • Investment and Retirement Strategist

    2 months ago

    Fredericton, New Brunswick, Canada Banque Nationale du Canada Full time

    Job Summary:As a key member of the Banque Nationale du Canada team, the Investment and Retirement Specialist will play a crucial role in supporting and guiding clients in developing tailored investment strategies that meet their unique needs. This position requires a strong network of branch advisors and internal partners, as well as in-depth knowledge of...

  • Investment and Retirement Strategist

    1 month ago

    Fredericton, New Brunswick, Canada Banque Nationale du Canada Full time

    Investment and Retirement SpecialistAs a key member of our team at Banque Nationale du Canada, you will play a vital role in helping clients achieve their financial goals through tailored investment strategies. Your expertise, combined with our comprehensive range of investment products, will enable you to make a meaningful impact in the lives of our...

  • Investment and Retirement Strategist

    1 month ago

    Fredericton, New Brunswick, Canada Banque Nationale du Canada Full time

    Investment and Retirement SpecialistAs a key member of our team at Banque Nationale du Canada, you will play a vital role in helping clients achieve their financial goals through tailored investment strategies. Your expertise, combined with our comprehensive range of investment products, will enable you to make a meaningful impact in the lives of our...

  • Investment and Retirement Strategist

    4 weeks ago

    Fredericton, New Brunswick, Canada National Bank Full time

    Investment and Retirement Specialist RoleAs an Investment and Retirement Specialist at National Bank, you will play a crucial role in helping clients achieve their long-term financial goals. Your expertise in investment strategies and retirement planning will be essential in guiding clients through the complexities of financial decision-making.Key...

  • Investment and Retirement Strategist

    4 weeks ago

    Fredericton, New Brunswick, Canada National Bank Full time

    Investment and Retirement Specialist RoleAs an Investment and Retirement Specialist at National Bank, you will play a crucial role in helping clients achieve their long-term financial goals. Your expertise in investment strategies and retirement planning will be essential in guiding clients through the complexities of financial decision-making.Key...

  • Investment and Retirement Strategist

    1 month ago

    Fredericton, New Brunswick, Canada Banque Nationale du Canada Full time

    Investment and Retirement SpecialistAt Banque Nationale du Canada, we're seeking a skilled Investment and Retirement Specialist to join our team. As a key member of our financial services team, you will play a vital role in helping clients achieve their long-term financial goals.Key Responsibilities:Develop and implement personalized investment strategies...

  • Investment and Retirement Strategist

    1 month ago

    Fredericton, New Brunswick, Canada Banque Nationale du Canada Full time

    Investment and Retirement SpecialistAt Banque Nationale du Canada, we're seeking a skilled Investment and Retirement Specialist to join our team. As a key member of our financial services team, you will play a vital role in helping clients achieve their long-term financial goals.Key Responsibilities:Develop and implement personalized investment strategies...

  • Investment and Retirement Strategist

    3 weeks ago

    Fredericton, New Brunswick, Canada National Bank Full time

    Investment and Retirement Specialist RoleAs an Investment and Retirement Specialist at Banque Nationale du Canada, you will play a key role in helping clients achieve their long-term financial goals.Key Responsibilities:Develop and implement personalized investment strategies tailored to clients' needs and risk tolerance.Provide expert advice on retirement...

  • Investment and Retirement Strategist

    3 weeks ago

    Fredericton, New Brunswick, Canada National Bank Full time

    Investment and Retirement Specialist RoleAs an Investment and Retirement Specialist at Banque Nationale du Canada, you will play a key role in helping clients achieve their long-term financial goals.Key Responsibilities:Develop and implement personalized investment strategies tailored to clients' needs and risk tolerance.Provide expert advice on retirement...

  • Investment and Retirement Strategist

    4 weeks ago

    Fredericton, New Brunswick, Canada Banque Nationale du Canada Full time

    Investment and Retirement SpecialistAs a key member of our team at Banque Nationale du Canada, you will play a vital role in helping clients achieve their financial goals through tailored investment strategies. Your expertise, combined with our comprehensive range of investment products, will enable you to deliver exceptional results.Key...

  • Investment and Retirement Strategist

    4 weeks ago

    Fredericton, New Brunswick, Canada Banque Nationale du Canada Full time

    Investment and Retirement SpecialistAs a key member of our team at Banque Nationale du Canada, you will play a vital role in helping clients achieve their financial goals through tailored investment strategies. Your expertise, combined with our comprehensive range of investment products, will enable you to deliver exceptional results.Key...

  • Investment and Retirement Strategist

    2 months ago

    Fredericton, New Brunswick, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Investment and Retirement Specialist to join our team at National Bank.Key Responsibilities:Support and guide clients in developing investment strategies tailored to their needs.Collaborate with a strong network of branch advisors and internal partners to deliver exceptional client service.Utilize in-depth...

  • Investment and Retirement Strategist

    2 months ago

    Fredericton, New Brunswick, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Investment and Retirement Specialist to join our team at National Bank.Key Responsibilities:Support and guide clients in developing investment strategies tailored to their needs.Collaborate with a strong network of branch advisors and internal partners to deliver exceptional client service.Utilize in-depth...

Investment and Retirement Strategist

2 months ago

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

We are seeking a highly skilled Investment and Retirement Strategist 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 Integrated Financial Solutions: Offer clients comprehensive financial solutions aligned with their profiles, increasing savings in their sector.
  • Prospecting and Client Development: Carry out prospecting activities to develop your client base and expand our reach in the market.
  • Retirement Planning and Strategy: Draw up personalized retirement plans and strategies for clients, taking into account their unique needs and goals.
  • Collaboration with Financial Advisors: Work closely with financial advisors in branches as a specialist on investment and retirement, providing expert guidance and support.
  • Training and Coaching: Coach financial advisors on topics such as pension plans, retirement, tax consequences of divorce or death, complex retirement products, and annuities.
  • Client Conferences and Market Monitoring: Lead client conferences on investment and retirement planning issues and stay informed on new market trends.
About Our Team

We offer a dynamic work environment that fosters a positive employee experience. Our team is committed to providing a flexible and inclusive workplace, with opportunities for growth and development. As a member of our team, you will have access to cutting-edge collaboration tools and regular feedback and communication.

Requirements
  • Education: College diploma, university certificate, bachelor's or master's degree in a related field.
  • Licenses and Certifications: Mutual fund representative (MFR) license and business development experience.
  • Skills: Excellent knowledge of investment products, strong communication and interpersonal skills, and ability to work in a team environment.
What We Offer

In addition to competitive compensation, we offer a wide range of flexible benefits to promote your wellbeing and that of your family. These include health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.