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Investment and Retirement Strategist

2 months ago

Windsor, Ontario, Canada National Bank of Canada Full time
About the Role

As an Investment and Retirement Specialist at National Bank, you will play a key role in supporting and guiding clients in developing tailored investment strategies that meet their unique needs. Your expertise, combined with a strong network of branch advisors and internal partners, will be essential to your success in this position.

Key Responsibilities
  • Develop and implement integrated financial solutions to increase savings in your sector.
  • Conduct prospecting to expand your client base and identify new business opportunities.
  • Design and implement personalized retirement plans for clients, taking into account their individual circumstances and goals.
  • Collaborate closely with financial advisors in branches to provide expert guidance on investment and retirement matters.
  • Provide coaching and training to financial advisors on complex retirement products, such as LIRAs, LRSPs, RRIFs, and LIFs, as well as annuities, retirement benefits, and severance pay.
  • Lead client conferences on investment and retirement planning topics, providing expert insights and guidance.
  • Stay up-to-date on market developments and trends, ensuring that your knowledge and expertise remain current and relevant.
About the Team

We value flexibility and work-life balance, offering a hybrid work model, flexible scheduling, and generous leave policies to support your well-being and quality of life. As an Investment and Retirement Specialist, you will be responsible for the Windsor territory.

Our training programs are designed to help you master your role through on-the-job learning and personalized training content. You will have access to a diverse team of colleagues with a wide range of expertise, experiences, and backgrounds, enriching your development and growth.

Requirements
  • College diploma, university certificate, bachelor's or master's degree in a related field.
  • Mutual fund representative (MFR) license.
  • Business development experience.
  • Excellent knowledge of investment products.
Benefits
  • Competitive compensation package.
  • Flexible benefits to promote your well-being and that of your family, including health and wellness programs, group insurance, pension plan, employee share ownership plan, employee and family assistance program, preferential banking services, opportunities to get involved in community initiatives, telemedicine service, and virtual sleep clinic.