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Investment and Retirement Specialist

2 months ago

Windsor, Ontario, Canada NBC Full time
About the Role

This is a challenging and rewarding opportunity to join NBC as an Investment and Retirement Specialist. As a key member of our 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 Investment Strategies: Work closely with clients to understand their financial goals and develop personalized investment plans to help them achieve their objectives.
  • Provide Expert Advice: Offer expert advice on a range of investment products and services, including mutual funds, stocks, bonds, and retirement savings plans.
  • Build and Maintain Client Relationships: Foster strong relationships with clients to understand their needs and provide exceptional service to ensure their long-term financial success.
  • Stay Up-to-Date with Market Trends: Stay current with market trends and developments to provide clients with informed advice and guidance.
  • Collaborate with Colleagues: Work closely with colleagues across the organization to share knowledge and best practices, and to ensure seamless delivery of services to clients.
Requirements
  • Education: College diploma, university certificate, bachelor's or master's degree in a related field.
  • Experience: Business development experience and a strong understanding of investment products and services.
  • Licenses and Certifications: Mutual fund representative (MFR) license.
About NBC

NBC is a leading financial institution dedicated to helping individuals and families achieve their financial goals. We offer a comprehensive range of financial products and services, including investment advice, retirement planning, and wealth management. Our team of experienced professionals is committed to providing exceptional service and guidance to our clients.