Investment and Retirement Specialist
3 days ago
As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success. Your job: Increase savings in your sector by offering integrated financial solutions aligned with the profiles of existing and new clients. Carry out prospecting to develop your client base. Draw up retirement plans and personalized strategies for your clients. Work closely with financial advisors in branches as a specialist on investment and retirement. Coach the financial advisors on topics such as pension plans, retirement, the tax consequences of a divorce or death, complex retirement products such as LIRAs, LRSPs, RRIFs, and LIFs, as well as annuities, retirement benefits and severance pay. Lead various client conferences on investment and retirement planning issues. Monitor market developments and stay informed on new trends. Your team: We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid work model (remote and in the office), work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you. The Investment and Retirement Specialist is responsible for the West island (Pierrefond). Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as (to be completed) to support your ongoing learning. You’ll have access to colleagues with a wide range of expertise, experiences and backgrounds to enrich your development. Prerequisites : 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 Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. * Health and wellness program, including many options * 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 These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team? Come live your ambitions with us
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Investment and Retirement Specialist
2 weeks ago
Montréal, QC, Canada National Bank Full timeAs an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success. Your job: Increase savings in your...
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Investment and Retirement Specialist
2 weeks ago
Montréal, QC, Canada National Bank Full timeAs an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success. Your job: Increase savings in your...
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Investment and Retirement Specialist
3 days ago
Montréal, Canada National Bank of Canada Full timeA career as an Investment and Retirement Specialist in the Investment and Retirement team at National Bank means acting as an expert in investment and retirement planning for our individual clients. It is through your expertise, your sales and advisory skills, your experience with clients who question retirement and your investment knowledge, retirement...
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Investment and Retirement Specialist
2 weeks ago
Montréal, Canada National Bank of Canada Full time**Primary Locations**: **Montreal, Quebec** **Employee Status**: **Regular** **Schedule**: **Full-time** - Do you have business development experience in the field of investment products? - Are you autonomous, organized and perseverant? - Do you want to excel in a position that is entirely commission-based and where the sky is the limit? - Being an...
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Investment and Retirement Specialist
2 weeks ago
Montréal, QC H1Y 1W9, Canada National Bank of Canada Full timeAs an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success. **Your job**: - Increase savings in...
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Montréal, Canada The Canada Life Assurance Company Full timePermanent Full Time We are looking for an Investment & Retirement Specialist to join our Investment & Retirement Solutions team within the Freedom Experience department. This is one of the fastest growing areas within Canada Life. What you will do: - Provide personalized retirement and investment guidance to group plan members specific to their portfolio...
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Montréal, QC, Canada The Canada Life Assurance Company Full timePermanent Full Time We are looking for an Investment & Retirement Specialist to join our Investment & Retirement Solutions team within the Freedom Experience department. This is one of the fastest growing areas within Canada Life. What you will do: - Provide personalized retirement and investment guidance to group plan members specific to their portfolio...
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Retirement Implementation Specialist
4 days ago
Montréal, Canada WTW Full time**Description**: The role of the Retirement Implementation Specialist is to serve as the link between the client, the Retirement Consulting team and the Pension Outsourcing team to ensure that pension administration processes and software for the client plans (new implementations, upgrades and ongoing maintenance) accurately reflect the plan design features...
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Montréal, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by...
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Retirement Implementation Specialist
2 weeks ago
Montréal, Canada WTW Full timeWTW Retirement consultants have deep experience working with organizations of all types and sizes. We’ve worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering, and...
