Investment and Retirement Expert

5 days ago

Windsor, Ontario, Canada National Bank Full time
About the Role

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 targeted outreach 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, providing expert guidance and support.
  • Coach financial advisors on complex retirement products, including LIRAs, LRSPs, RRIFs, and LIFs, as well as annuities, retirement benefits, and severance pay.
  • Lead client conferences on investment and retirement planning issues, providing expert insights and guidance.
  • Stay up-to-date on market developments and trends, applying this knowledge to inform client advice and guidance.
About Our Team

We value flexibility and work-life balance, offering a hybrid work model, flexible scheduling, and generous leave policies to support your well-being.

Our training programs focus on on-the-job learning, with access to personalized training content and a diverse team of experts to support your growth and development.

Requirements
  • College diploma, university certificate, or bachelor's/master's degree in a related field.
  • Mutual fund representative (MFR) license.
  • Business development experience.
  • Excellent knowledge of investment products.
What We Offer

In addition to competitive compensation, you'll be eligible for a range of flexible benefits, including health and wellness programs, group insurance, a generous pension plan, and employee share ownership plan.

We're committed to creating a positive employee experience, with regular feedback and communication, and opportunities to get involved in community initiatives.

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