Investment and Retirement Specialist

1 month ago


Fredericton, New Brunswick, Canada National Bank Full time
Job Summary

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.


  • Investment Specialist

    1 month ago


    Fredericton, New Brunswick, Canada BMO Full time

    Job Summary:We are seeking a highly skilled Investment Specialist to join our team at BMO. As an Investment Specialist, you will be responsible for providing wealth and investment-related sales and service to BMO customers or prospects.Key Responsibilities:Provide professional quality sales and service for customer and prospect inquiries, issues, and...


  • Fredericton, New Brunswick, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Investment and Retirement Specialist to join our team at National Bank.Key ResponsibilitiesDevelop and implement integrated financial solutions for clients.Prospect for new business opportunities.Create personalized retirement plans for clients.Work closely with financial advisors to provide investment and...


  • Fredericton, New Brunswick, Canada BMO Full time

    Job OverviewWe are seeking a skilled Wealth and Investment Consultant to join our team at BMO. As a key member of our sales and service group, you will be responsible for providing exceptional customer experiences and delivering wealth and investment solutions that meet our clients' unique needs.About the RoleThis is a salaried position with a competitive...


  • Fredericton, New Brunswick, Canada BMO Full time

    Job OverviewWe are seeking a highly skilled Investment Opportunities Representative to join our team at BMO. This role requires strong communication and interpersonal skills, as well as the ability to work independently and as part of a team.Salary and BenefitsThe salary for this position is estimated to be between $37,500.00 and $69,500.00 per year, with...


  • Fredericton, New Brunswick, Canada GEMTEC Consulting Engineers & Scientists Limited Full time

    GEMTEC Consulting Engineers & Scientists Limited is a dynamic and growing firm seeking highly skilled individuals to join our team as Seasonal/Contract UXO Clearance Specialists.About GEMTECWe strive to create a challenging and inviting workplace where employees can gain experience and advance their careers. Our management team understands the value of...


  • Fredericton, New Brunswick, Canada Idaho Pacific Holdings Full time

    Agrawest Foods, part of Idaho Pacific Holdings, requires a Power Systems Maintenance Specialist to ensure the safe operation and maintenance of the plant's boiler, electrical generator, heating, and air handling systems. Key responsibilities include maintaining required reports and daily logs, performing chemical testing, and interacting with contract...


  • Fredericton, New Brunswick, Canada BMO Full time

    Job Summary:We are seeking a highly skilled Virtual Mortgage Retention and Sales Specialist to join our team at BMO. As a key member of our sales team, you will be responsible for providing exceptional customer service and sales support to our customers and prospects.Key Responsibilities:Provide credit and lending-related sales and service to BMO customers...


  • Fredericton, New Brunswick, Canada beBee Professionals Full time $30,000 - $45,000

    beBee Professionals in Fredericton is seeking a skilled Site Support Specialist to assist in a variety of construction tasks. As a Site Support Specialist, you will support skilled tradespeople, maintain tools and equipment, and ensure a safe and efficient work site.Key Responsibilities:Assist carpenters, electricians, and other skilled workers on-site.Load...

  • Culinary Specialist

    4 weeks ago


    Fredericton, New Brunswick, Canada Britts Pub and Eatery Full time

    Culinary Specialist at Britts Pub and EateryWe are seeking a skilled Culinary Specialist to join our team at Britts Pub and Eatery. As a Culinary Specialist, you will be responsible for preparing and cooking complete meals or individual dishes and foods, as well as maintaining inventory and records of food, supplies and equipment.Key Responsibilities:Prepare...


  • Fredericton, New Brunswick, Canada Canadian Seal and Stripe Full time

    Job Title: Road Maintenance SpecialistWe are seeking a reliable and experienced individual to join our team as a Road Maintenance Specialist at Canadian Seal and Stripe.About UsCanadian Seal and Stripe is a leading provider of road maintenance services, specializing in asphalt sealing, line painting, and hot crackfill work. We pride ourselves on delivering...


  • Fredericton, New Brunswick, Canada Dillon Consulting Full time

    Job Title: Environmental Assessment SpecialistAt Dillon Consulting, we are seeking an experienced Environmental Assessment Specialist to join our team. As a key member of our environmental consulting group, you will be responsible for leading the scoping, development, and execution of environmental permitting and project approval...


  • Fredericton, New Brunswick, Canada beBee Professionals Full time $45,000 - $65,000

    beBee Professionals is seeking a skilled Regional Transportation Specialist to oversee the transportation of goods across regional routes. Key responsibilities include ensuring timely deliveries, maintaining vehicle condition, and adhering to traffic regulations.Key Responsibilities:Operate a truck to transport goods safely and efficiently.Perform regular...


  • Fredericton, New Brunswick, Canada Scotiabank Full time

    At Scotiabank, we're seeking a skilled Financial Planner to join our team in Fredericton, New Brunswick. This role offers a unique opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.The successful candidate will focus on investment sales and new client acquisition, as well as...


  • Fredericton, New Brunswick, Canada Scotiabank Full time

    Are you a results-driven professional with a passion for helping clients achieve their financial goals?We are seeking a Strategic Financial Growth Advisor to join our team in Fredericton, Canada.About the RoleThis is an exciting opportunity to work as a key member of our team, focusing on developing and deepening client relationships through exceptional...

  • Meat Cuts Specialist

    2 weeks ago


    Fredericton, New Brunswick, Canada Bitar Groceries Ltd Full time

    Job DescriptionWe are seeking an experienced Meat Cuts Specialist to join our team at Bitar Groceries Ltd.About the RoleIn this critical position, you will be responsible for cutting and preparing meats for sale in our supermarket's meat department. You will work closely with our butchers and store managers to ensure high-quality products are presented to...


  • Fredericton, New Brunswick, Canada Next Level Group Full time

    Job Title: Hydraulic Systems SpecialistCompany: Next Level GroupJob Summary: We are seeking a skilled Hydraulic Systems Specialist to join our team in Fredericton. As a key member of our heavy equipment solutions team, you will be responsible for building, maintaining, diagnosing, and repairing hydraulic systems on various heavy equipment.Key...


  • Fredericton, New Brunswick, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a key member of our team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including...

  • Culinary Specialist

    4 weeks ago


    Fredericton, New Brunswick, Canada Britts Pub and Eatery Full time

    Britts Pub and Eatery is seeking a skilled Culinary Specialist to join our team. The ideal candidate will have a strong background in food preparation and be able to work in a fast-paced environment.Key Responsibilities:Prepare and cook complete meals or individual dishes and foodsPrepare and cook special meals for patients as instructed by dietitian or...


  • Fredericton, New Brunswick, Canada CB Canada Full time

    About the RoleWe are seeking a reliable and customer-focused Air Delivery Specialist to assist UPS Package Drivers with deliveries and pick-ups along a specified route.This position requires working in a fast-paced environment involving continual lifting, lowering, and carrying packages, while ensuring exceptional customer service through efficiency and...

  • Fertility Specialist

    3 weeks ago


    Fredericton, New Brunswick, Canada Canadian Fertility and Andrology Society Full time

    Job SummaryWe are seeking a highly skilled Fertility Specialist to join our team at Canadian Fertility and Andrology Society.Key ResponsibilitiesComplete initial consultations and assessments with patients referred to the clinic.Prescribe in-house testing to determine potential causes of infertility.Diagnose causes of infertility and develop personalized...