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Investment and Retirement Strategist

2 months ago

Windsor, Ontario, Canada Banque Nationale du Canada Full time
About the Role

As an Investment and Retirement Strategist at Banque Nationale du Canada, 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 the keys to your success.

Key Responsibilities
  • Develop Integrated Financial Solutions: Increase savings in your sector by offering integrated financial solutions aligned with the profiles of existing and new clients.
  • Prospecting and Client Development: Carry out prospecting to develop your client base.
  • Retirement Planning and Strategy: Draw up retirement plans and personalized strategies for your clients.
  • Collaboration and Coaching: Work closely with financial advisors in branches as a specialist on investment and retirement, and coach them on topics such as pension plans, retirement, tax consequences of a divorce or death, complex retirement products, and annuities.
  • Client Conferences and Market Monitoring: Lead various client conferences on investment and retirement planning issues and monitor market developments to stay informed on new trends.
Your Team

We offer a hybrid work model, flexible work schedule arrangements, and flexible leave to help you achieve work/life balance. The Investment and Retirement Strategist is responsible for the Windsor territory.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content to support your ongoing learning and have access to colleagues with a wide range of expertise, experiences, and backgrounds to enrich your development.

Prerequisites
  • College diploma, university certificate, bachelor's or master's degree in a related field.
  • Excellent knowledge of investment products.
Skills
  • Accountability
  • Client-focused
  • Communication
  • Diversity & Inclusion
  • Driving Results
  • Emotional Intelligence
  • Empathy
  • Humility
  • Initiative
  • Learning Agility
  • Resiliency
  • Teamwork
Your Benefits

In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

  • Health and wellness program, including many options.
  • Flexible group insurance.
  • Generous pension plan.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Opportunities to get involved in community initiatives.
  • Telemedicine service.
  • Virtual sleep clinic.

We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas and encourage regular feedback and ongoing communication.

We're Putting People First

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us.

For an Environment that Supports Your Career Path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an Inclusive and Diverse Environment

We foster inclusion in an environment where each person's unique qualities, whether visible or invisible, are celebrated and valued.