Investment and Retirement Advisor
4 days 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 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.
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 options.
- Flexible leave arrangements to support work-life balance.
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Retirement and Investment Advisor
1 month ago
Windsor, Ontario, Canada Banque Nationale du Canada Full timePosition Overview: As a Retirement and Investment Advisor at Banque Nationale du Canada, you will play a crucial role in assisting clients to create tailored investment strategies that align with their financial goals. Your Expertise: Your success will be driven by your determination, extensive network of branch advisors, and profound understanding of...
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Investment and Retirement Advisor
4 days ago
Windsor, Ontario, Canada National Bank of Canada Full timeAbout the RoleAs an Investment and Retirement Specialist at National Bank, you will play a key role in supporting and guiding clients in developing investment strategies tailored to their needs. Your expertise, strong network of branch advisors, and in-depth knowledge of investment products will be essential to your success.Key ResponsibilitiesDevelop and...
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Investment and Retirement Advisor
4 days ago
Windsor, Ontario, Canada National Bank of Canada Full timeAbout the RoleAs an Investment and Retirement Specialist at National Bank, you will play a key role in supporting and guiding clients in developing investment strategies tailored to their needs. Your expertise, strong network of branch advisors, and in-depth knowledge of investment products will be essential to your success.Key ResponsibilitiesDevelop and...
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Investment and Retirement Advisor
1 week ago
Windsor, Ontario, Canada NBC Full time{"h1": "Investment and Retirement Specialist Role", "p": "At National Bank, we're committed to helping our clients achieve their financial goals. As an Investment and Retirement Specialist, you'll play a key role in supporting and guiding clients in developing investment strategies tailored to their needs. Your expertise, combined with our comprehensive...
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Investment and Retirement Advisor
1 week ago
Windsor, Ontario, Canada NBC Full time{"h1": "Investment and Retirement Specialist Role", "p": "At National Bank, we're committed to helping our clients achieve their financial goals. As an Investment and Retirement Specialist, you'll play a key role in supporting and guiding clients in developing investment strategies tailored to their needs. Your expertise, combined with our comprehensive...
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Investment and Retirement Advisor
5 days ago
Windsor, Ontario, Canada National Bank Full time{"title": "Investment and Retirement Specialist", "description": "Key ResponsibilitiesAs an Investment and Retirement Specialist at National Bank, you will play a crucial role in supporting and guiding clients in developing investment strategies tailored to their needs. Your determination, strong network of branch advisors, and in-depth knowledge of...
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Investment and Retirement Advisor
5 days ago
Windsor, Ontario, Canada National Bank Full time{"title": "Investment and Retirement Specialist", "description": "Key ResponsibilitiesAs an Investment and Retirement Specialist at National Bank, you will play a crucial role in supporting and guiding clients in developing investment strategies tailored to their needs. Your determination, strong network of branch advisors, and in-depth knowledge of...
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Investment and Retirement Advisor
1 week ago
Windsor, Ontario, Canada National Bank Full timeAbout the RoleWe 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 ResponsibilitiesDevelop and implement integrated financial...
-
Investment and Retirement Advisor
1 week ago
Windsor, Ontario, Canada National Bank Full timeAbout the RoleWe 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 ResponsibilitiesDevelop and implement integrated financial...
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Investment and Retirement Advisor
4 days ago
Windsor, Ontario, Canada Banque Nationale du Canada Full timeAbout the RoleAs an Investment and Retirement Specialist at Banque Nationale du Canada, you will play a key role in supporting and guiding clients in developing investment strategies tailored to their needs. Your determination, strong network of branch advisors, and in-depth knowledge of investment products will be essential to your success.Key...
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Investment and Retirement Advisor
4 days ago
Windsor, Ontario, Canada Banque Nationale du Canada Full timeAbout the RoleAs an Investment and Retirement Specialist at Banque Nationale du Canada, you will play a key role in supporting and guiding clients in developing investment strategies tailored to their needs. Your determination, strong network of branch advisors, and in-depth knowledge of investment products will be essential to your success.Key...
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Investment and Retirement Advisor
1 week ago
Windsor, Ontario, Canada NBC Full time{"h1": "Investment and Retirement Specialist Role", "p": "At National Bank, we're committed to helping our clients achieve their financial goals. As an Investment and Retirement Specialist, you'll play a key role in supporting and guiding clients in developing investment strategies tailored to their needs. Your expertise, combined with our comprehensive...
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Investment and Retirement Advisor
1 week ago
Windsor, Ontario, Canada NBC Full time{"h1": "Investment and Retirement Specialist Role", "p": "At National Bank, we're committed to helping our clients achieve their financial goals. As an Investment and Retirement Specialist, you'll play a key role in supporting and guiding clients in developing investment strategies tailored to their needs. Your expertise, combined with our comprehensive...
-
Investment and Retirement Advisor
1 week ago
Windsor, Ontario, Canada NBC Full time{"h1": "Investment and Retirement Specialist Role", "p": "At National Bank, we're committed to helping our clients achieve their financial goals. As an Investment and Retirement Specialist, you'll play a key role in supporting and guiding clients in developing investment strategies tailored to their needs. Your expertise, combined with our comprehensive...
-
Investment and Retirement Advisor
1 week ago
Windsor, Ontario, Canada NBC Full time{"h1": "Investment and Retirement Specialist Role", "p": "At National Bank, we're committed to helping our clients achieve their financial goals. As an Investment and Retirement Specialist, you'll play a key role in supporting and guiding clients in developing investment strategies tailored to their needs. Your expertise, combined with our comprehensive...
-
Investment and Retirement Advisor
4 days ago
Windsor, Ontario, Canada NBC Full timeJob SummaryWe 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 providing expert advice and guidance to clients on investment and retirement planning.Key ResponsibilitiesDevelop and implement personalized investment strategies for...
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Investment and Retirement Advisor
3 days ago
Windsor, Ontario, Canada NBC Full timeJob SummaryWe 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 providing expert advice and guidance to clients on investment and retirement planning.Key ResponsibilitiesDevelop and implement personalized investment strategies for...
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Investment and Retirement Strategist
1 week ago
Windsor, Ontario, Canada National Bank of Canada Full timeAbout the RoleAs an Investment and Retirement Specialist at National Bank, you will play a key role in supporting and guiding clients in developing tailored investment strategies that meet their unique needs. Your expertise, combined with a strong network of branch advisors and internal partners, will be essential to your success in this position.Key...
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Investment and Retirement Strategist
1 week ago
Windsor, Ontario, Canada National Bank of Canada Full timeAbout the RoleAs an Investment and Retirement Specialist at National Bank, you will play a key role in supporting and guiding clients in developing tailored investment strategies that meet their unique needs. Your expertise, combined with a strong network of branch advisors and internal partners, will be essential to your success in this position.Key...
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Windsor, Ontario, Canada NBC Full time{"h1": "Investment and Retirement Specialist Role at NBC", "p": "At NBC, we're committed to helping our clients achieve their financial goals through expert investment and retirement planning. As an Investment and Retirement Specialist, you'll play a key role in supporting and guiding clients in developing tailored investment strategies that meet their...