Retirement and Investment Advisor

4 weeks ago

Windsor, Ontario, Canada Banque Nationale du Canada Full time

Position Overview: As a Retirement and Investment Advisor at Banque Nationale du Canada, you will play a crucial role in assisting clients to create tailored investment strategies that align with their financial goals.

Your Expertise: Your success will be driven by your determination, extensive network of branch advisors, and profound understanding of investment products. You will be responsible for crafting personalized retirement plans and strategies for clients.

Collaboration: Work in close partnership with financial advisors in branches, serving as a specialist in investment and retirement matters. You will also coach financial advisors on essential topics including pension plans, retirement strategies, tax implications of life events, and complex retirement products such as LIRAs, LRSPs, RRIFs, LIFs, annuities, and severance pay.

Client Engagement: Lead various client conferences focused on investment and retirement planning challenges.

Work-Life Balance: We prioritize your quality of life by offering a flexible work environment. This includes a hybrid work model (remote and in-office), adaptable work schedules to promote work/life balance, and flexible leave options.

Training and Development: The Retirement and Investment Advisor will oversee the Windsor territory. Our training programs emphasize on-the-job learning to ensure you excel in your role. You will have access to customized training materials to support your continuous professional development.

Qualifications: A college diploma, university certificate, bachelor's or master's degree in a relevant field is required. You should possess excellent knowledge of investment products.

Core Competencies: Key attributes include accountability, client-focused approach, effective communication, commitment to diversity and inclusion, results-driven mindset, emotional intelligence, empathy, humility, initiative, learning agility, resilience, and teamwork.

Benefits: In addition to competitive compensation, you will be eligible for a comprehensive range of flexible benefits designed to enhance your wellbeing and that of your family, including:

  • Flexible group insurance
  • Generous pension plan
  • Preferential banking services
  • Opportunities for community involvement
  • Access to a virtual sleep clinic

Feedback and Communication: We encourage regular feedback and ongoing communication through surveys and programs. Our organization is characterized by a human-centric approach, fostering an entrepreneurial culture and a passion for people.

Inclusion: We celebrate and value the unique qualities of each individual in our inclusive environment.

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