Investment Specialist at National Bank
Job in
Edmundston, New Brunswick, E3V, Canada
Listed on 2026-10-03
Listing for:
Banque Nationale du Canada
Full Time
position Listed on 2026-10-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
As an Investment and Retirement Specialist, you'll support clients by developing personalized investment plans while collaborating closely with branch financial advisors. This role requires proactive prospecting to expand your client base, and you'll coach advisors on complex retirement products and strategies. You'll also monitor market trends to provide the best solutions.
Key Responsibilities:
• Offer integrated financial solutions to clients
• Develop personalized retirement plans for individuals
• Guide financial advisors on investment products
• Conduct client conferences on retirement planning
• Monitor market developments to inform strategies
Requirements:
• College diploma or higher in related field
• Mutual fund representative licence required
• Proven business development experience
• Excellent knowledge of investment products
• Bilingual in English and French preferred
Drive successful investment strategies and enhance client satisfaction at National Bank.
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