Investment and Retirement Expert

4 weeks ago


Windsor, Ontario, Canada NBC Full time
Job Summary

As an Investment and Retirement Specialist at National Bank, you will play a key role in helping clients achieve their financial goals. Your expertise in wealth management and investment strategies will be essential in developing tailored solutions for our clients.

Key Responsibilities
  • Develop and implement investment strategies for clients, taking into account their financial goals and risk tolerance.
  • Provide guidance on retirement planning, including pension plans, annuities, and other complex retirement products.
  • Work closely with financial advisors to identify opportunities for clients to increase their savings and achieve their financial objectives.
  • Stay up-to-date on market trends and developments, and communicate this information to clients and colleagues.
  • Collaborate with internal partners to develop and implement business development strategies.
Requirements
  • College diploma, university certificate, or bachelor's degree in a related field.
  • Mutual fund representative (MFR) licence.
  • Business development experience.
  • Excellent knowledge of investment products.
What We Offer
  • A competitive compensation package.
  • A comprehensive benefits program, including health and wellness benefits, flexible group insurance, and a generous pension plan.
  • Opportunities for professional development and growth.
  • A dynamic and inclusive work environment.


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