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Investment Strategist

1 month ago

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

At Banque Nationale du Canada, we are seeking a highly motivated and experienced Investment and Retirement Specialist to join our team. As a key member of our wealth management team, you will play a critical role in helping our clients achieve their long-term financial goals.

Key Responsibilities:
  • Develop and implement personalized investment strategies for clients based on their individual needs and risk tolerance.
  • Provide expert advice on retirement planning, including pension and benefit plans, and help clients make informed decisions about their financial futures.
  • Collaborate with internal partners and branch advisors to deliver exceptional client service and support.
  • Stay up-to-date on market trends and investment products to ensure clients receive the best possible advice.
Requirements:
  • Strong knowledge of investment products and retirement planning strategies.
  • Excellent communication and interpersonal skills.
  • Ability to work in a team environment and build strong relationships with clients and colleagues.
  • Highly motivated and results-driven individual with a passion for helping others achieve their financial goals.