Investment and Retirement Advisor

3 days ago

Windsor, Ontario, Canada National Bank Full time
About the Role

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 play a critical role in supporting and guiding clients in developing investment strategies tailored to their needs.

Key Responsibilities
  • Develop and implement integrated financial solutions aligned with client profiles to increase savings in your sector.
  • Prospect and develop your client base through effective networking and relationship-building.
  • Design and implement personalized retirement plans and strategies for clients.
  • Collaborate with financial advisors in branches as a specialist on investment and retirement.
  • Provide coaching and training to financial advisors on topics such as pension plans, retirement, tax consequences, and complex retirement products.
  • Lead client conferences on investment and retirement planning issues.
  • Stay up-to-date on market developments and trends.
About Our Team

We offer a dynamic work environment and cutting-edge collaboration tools that foster a positive employee experience. We value inclusivity and strive to create a barrier-free workplace for all employees. Our mission is to have a positive impact on people's lives, and we're committed to empowering our employees to achieve their full potential.

What We Offer
  • A competitive compensation package.
  • A wide range of flexible benefits to promote your wellbeing and that of your family.
  • Opportunities for professional growth and development.
  • A hybrid work model with remote and in-office work arrangements.
  • Flexible leave arrangements to support work-life balance.

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