Investment and Retirement Expert

2 weeks 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
  • Conduct prospecting to develop and grow the client base
  • Design and implement personalized retirement plans and strategies for clients
  • Collaborate with financial advisors in branches as a specialist on investment and retirement
  • Coach financial advisors on topics such as pension plans, retirement, tax implications, and complex retirement products
  • Lead client conferences on investment and retirement planning issues
  • Stay informed on market developments and trends
About the Team

We offer a dynamic work environment and cutting-edge collaboration tools that foster a positive employee experience. We actively listen to employees' ideas and encourage regular feedback and communication.

Requirements
  • College diploma, university certificate, or bachelor's/master's degree in a related field
  • Mutual fund representative (MFR) license
  • Business development experience
  • Excellent knowledge of investment products
What We Offer

In addition to competitive compensation, you will be eligible for 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, and more.

Why Join Us?

We are 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. We want to offer an accessible, barrier-free workplace to all employees and welcome candidates from diverse backgrounds.

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