Financial Services Advisor
1 week ago
At National Bank, we're dedicated to making a positive impact on people's lives. Our mission is rooted in our core values of partnership, agility, and empowerment. We strive to create a barrier-free workplace that welcomes and empowers employees from diverse backgrounds.
Job DescriptionWe're seeking an Investment and Retirement Specialist to join our team in the Downtown territory. As a key player in our financial services team, you'll play a vital role in guiding clients in developing investment strategies tailored to their needs. With your strong network of branch advisors and internal partners, as well as your in-depth knowledge of investment products, you'll be instrumental in driving business growth and delivering exceptional client experiences.
Responsibilities- Increase savings in your sector by offering integrated financial solutions aligned with the profiles of existing and new clients.
- Cultivate a robust client base through prospecting activities.
- Develop personalized retirement plans and strategies for clients, leveraging your expertise in pension plans, complex retirement products, and annuities.
- Collaborate closely with financial advisors in branches as a specialist on investment and retirement, providing coaching and support on various topics.
- Lead client conferences on investment and retirement planning issues, showcasing your expertise and thought leadership.
- Stay informed on market developments and trends, applying this knowledge to drive business growth and innovation.
- College diploma or university certificate in a related field (e.g., finance, business administration).
- Mutual fund representative (MFR) license.
- Proven business development experience, with a track record of driving sales growth and customer engagement.
- Exceptional knowledge of investment products, including pension plans, complex retirement products, and annuities.
We're committed to fostering a positive employee experience, where employees feel valued, empowered, and supported. As an Investment and Retirement Specialist at National Bank, you can expect:
- A competitive salary range: $60,000 - $90,000 per year, depending on experience and qualifications.
- A comprehensive benefits package, including health and wellness programs, flexible group insurance, generous pension plan, Employee Share Ownership Plan, Employee and Family Assistance Program, preferential banking services, and opportunities to get involved in community initiatives.
- A dynamic work environment, equipped with cutting-edge collaboration tools and technology.
- Ongoing training and development opportunities, designed to help you grow professionally and personally.
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