Investment and Retirement Strategist

1 month ago

Fredericton, New Brunswick, Canada Banque Nationale du Canada Full time
Investment and Retirement Specialist

As a key member of our team at Banque Nationale du Canada, you will play a vital role in helping clients achieve their financial goals through tailored investment strategies. Your expertise, combined with our comprehensive range of investment products, will enable you to make a meaningful impact in the lives of our clients.

Key Responsibilities:
  • Develop and implement integrated financial solutions that cater to the unique needs of our clients.
  • Conduct prospecting activities to expand our client base and foster strong relationships.
  • Design personalized retirement plans and strategies that meet the evolving needs of our clients.
  • Collaborate closely with financial advisors in our branches to provide expert guidance on investment and retirement matters.
  • Provide coaching and training to financial advisors on complex topics such as pension plans, retirement, tax implications, and advanced retirement products.
  • Lead client conferences and workshops on investment and retirement planning, ensuring our clients are well-informed and empowered to make informed decisions.
  • Stay up-to-date on market trends and developments, applying this knowledge to provide exceptional service to our clients.
Requirements:
  • College diploma, university certificate, or degree in a related field.
  • Mutual fund representative (MFR) license.
  • Proven business development experience.
  • Exceptional knowledge of investment products and services.
Language Proficiency:
  • English
  • French

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