Investment and Retirement Advisor

5 days ago

Windsor, Ontario, Canada National Bank Full time
{"title": "Investment and Retirement Specialist", "description": "Key Responsibilities

As an Investment and Retirement Specialist at National Bank, you will play a crucial role in supporting and guiding clients in developing investment strategies tailored to their needs. Your determination, strong network of branch advisors, and in-depth knowledge of investment products will be essential to your success.

Key Accountabilities
  • Develop and implement integrated financial solutions aligned with client profiles.
  • Conduct prospecting to expand your client base.
  • Design personalized retirement plans and strategies for clients.
  • Collaborate with financial advisors in branches as a specialist on investment and retirement.
  • Provide coaching on topics such as pension plans, retirement, tax consequences of divorce or death, complex retirement products, annuities, retirement benefits, and severance pay.
  • Lead client conferences on investment and retirement planning issues.
  • Stay informed on market developments and new trends.
About the Team

We strive to contribute to your quality of life by offering flexibility in your work. Our hybrid work model, work schedule arrangements, and flexible leave options allow you to achieve a better work-life balance. The Investment and Retirement Specialist is responsible for the Windsor territory.

Our training programs focus on on-the-job learning to help you master your role. You will have access to personalized training content and colleagues with diverse expertise, experiences, and backgrounds to enrich your development.

Requirements
  • College diploma, university certificate, bachelor's or master's degree in a related field.
  • Mutual fund representative (MFR) licence.
  • Business development experience.
  • Excellent knowledge of investment products.
Benefits
  • Competitive compensation.
  • Health and wellness program.
  • Flexible group insurance.
  • Generous pension plan.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Opportunities to get involved in community initiatives.
  • Telemedicine service.
  • Virtual sleep clinic.
", "lang_code": "en"}

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