Investment and Retirement Specialist
1 month ago
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 be responsible for supporting and guiding clients in developing investment strategies tailored to their needs.
Your expertise in investment products, combined with your strong network of branch advisors and internal partners, will be essential in driving success in this role.
Key Responsibilities:
- Develop and implement integrated financial solutions for clients
- Prospect and develop new business opportunities
- Design and implement 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, and complex retirement products
- Lead client conferences on investment and retirement planning issues
- Stay up-to-date on market developments and trends
Requirements:
- College diploma or university certificate in a related field
- Mutual fund representative (MFR) license
- Business development experience
- Excellent knowledge of investment products
What We Offer:
- Competitive compensation and benefits package
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
About Us:
National Bank is a leading financial institution committed to delivering exceptional client service and innovative financial solutions. We are dedicated to creating a positive impact on people's lives and fostering a culture of inclusivity and empowerment.
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