Investment and Wealth Strategist

2 weeks ago


Windsor, Ontario, Canada NBC Full time
{"Job Summary":"As an Investment and Retirement Specialist at National Bank, you will play a key role in helping clients achieve their long-term financial goals by providing expert guidance on investment and retirement strategies.", "Main Responsibilities":"
  • Increase client savings by offering personalized financial solutions aligned with their profiles
  • Develop and maintain relationships with clients to understand their needs and preferences
  • Work closely with financial advisors to provide expert advice on investment and retirement products
  • Stay up-to-date on market trends and regulatory changes to ensure clients receive the best possible advice
", "Requirements":"
  • College diploma or equivalent in a related field
  • Mutual fund representative (MFR) license
  • Business development experience
  • Excellent knowledge of investment products and market trends
", "What We Offer":"
  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment
", "Join Our Team":"We are looking for highly motivated and experienced professionals to join our team at National Bank. If you have a passion for delivering exceptional client service and a strong understanding of investment and retirement products, we encourage you to apply.", "Key Skills":"
  • Accountability
  • Client-focused
  • Communication
  • Emotional Intelligence
  • Empathy
", "Company Overview":"National Bank is a leading financial institution dedicated to helping individuals and businesses achieve their financial goals. Our team of experts provides personalized financial solutions to help clients succeed.", "Why Work at National Bank":"
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment
  • Competitive compensation and benefits package
", "How to Apply":"If you are a motivated and experienced professional looking for a new challenge, please submit your application, including your resume and a cover letter, to [insert contact information]."}

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