Investment and Retirement Specialist

3 days ago


Windsor, Ontario, Canada NBC Full time

Job Summary

We are seeking a highly skilled Investment and Retirement Specialist to join our team at NBC. As a key member of our wealth management team, you will be responsible for developing and implementing investment strategies tailored to the needs of our clients.

Key Responsibilities

  • Develop and implement comprehensive investment plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
  • Provide expert advice on retirement planning, including pension plans, retirement benefits, and severance pay.
  • Work closely with financial advisors to identify opportunities for clients to increase their savings and achieve their financial goals.
  • Conduct market research and stay up-to-date on industry trends to ensure that clients receive the best possible advice.
  • Lead client conferences and workshops on investment and retirement planning topics.
  • Collaborate with internal partners to develop and implement business development strategies.

Requirements

  • College diploma or university certificate in a related field.
  • Mutual fund representative (MFR) license.
  • Business development experience.
  • Excellent knowledge of investment products and retirement planning strategies.

What We Offer

As a valued member of our team, you will have access to a wide range of benefits, including competitive compensation, flexible benefits, and opportunities for professional development.



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