Investment Retirement Planning Specialist
Job in
Edmundston, New Brunswick, E3V, Canada
Listed on 2026-10-25
Listing for:
National Bank of Canada
Full Time
position Listed on 2026-10-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Banking & Finance
Job Description & How to Apply Below
Guide clients toward tailored investment strategies as a National Bank Investment and Retirement Specialist in a hybrid work model. Use product expertise and trusted partnerships.
This specialist supports clients with investment and retirement planning. The position requires business development experience, excellent investment product knowledge, and a Mutual Fund Representative licence. You will work with branch financial advisors and internal partners to develop integrated financial solutions aligned with client profiles. French and English are required.
Key Responsibilities:- Increase sector savings through integrated financial solutions
- Prospect to develop and expand your client base
- Prepare personalized retirement plans and strategies
- Collaborate with branch financial advisors as an investment specialist
- Lead client conferences on investment and retirement planning
- Related college diploma, certificate, bachelor's, or master's degree
- Mutual Fund Representative licence
- Business development experience
- Excellent knowledge of investment products
- French and English language proficiency
Apply investment expertise, retirement planning, and client-focused communication while supporting National Bank clients and branch advisors through tailored strategies.
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