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Retirement and Investment Advisor

2 months 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 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 that our clients receive the best possible advice and guidance.
About Our Team

We offer a dynamic and supportive work environment that fosters a positive employee experience. Our team is committed to delivering exceptional service to our clients, and we are looking for someone who shares our passion for excellence.

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.
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, including health and wellness programs, flexible group insurance, a generous 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.

Our Commitment to Inclusivity

We are committed to creating an accessible, barrier-free workplace for all employees. We welcome candidates from diverse backgrounds and encourage them to apply. If you require accommodation during the recruitment process, please let us know.