Investment and Retirement Strategist

4 weeks ago


Fredericton, New Brunswick, Canada National Bank Full time
Investment and Retirement Specialist Role

As an Investment and Retirement Specialist at National Bank, you will play a crucial role in helping clients achieve their long-term financial goals. Your expertise in investment strategies and retirement planning will be essential in guiding clients through the complexities of financial decision-making.

Key Responsibilities:
  • Develop and implement personalized investment plans tailored to clients' needs and risk tolerance.
  • Provide in-depth knowledge of investment products and services to clients, ensuring they make informed decisions.
  • Collaborate with internal partners and branch advisors to deliver exceptional client service and support.
  • Stay up-to-date with market trends and regulatory changes to ensure clients' investments remain aligned with their goals.
Requirements:
  • Strong understanding of investment products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work in a team environment and build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills.


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