Investment and Retirement Expert

2 months ago

Fredericton, New Brunswick, Canada National Bank Full time
About the Role

As 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 determination, strong network of branch advisors and internal partners, and in-depth knowledge of investment products will be essential to your success.

Key Responsibilities
  • Increase Savings: Offer integrated financial solutions aligned with the profiles of existing and new clients to increase savings in your sector.
  • Prospecting and Client Development: Carry out prospecting to develop your client base and establish strong relationships with existing clients.
  • Retirement Planning: Draw up retirement plans and personalized strategies for your clients, taking into account their unique needs and goals.
  • Collaboration and Coaching: Work closely with financial advisors in branches as a specialist on investment and retirement, coaching them on topics such as pension plans, retirement, tax consequences of a divorce or death, complex retirement products, and annuities.
  • Client Conferences and Market Monitoring: Lead various client conferences on investment and retirement planning issues and stay informed on new trends and market developments.
About the Team

We offer a dynamic work environment and cutting-edge collaboration tools that foster a positive employee experience. Our team is committed to providing a barrier-free workplace that is accessible to all employees.

Requirements
  • Education: College diploma, university certificate, bachelor's or master's degree in a related field.
  • Licenses and Certifications: Mutual fund representative (MFR) license and business development experience.
  • Skills and Knowledge: Excellent knowledge of investment products and a strong understanding of the financial industry.

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