Investment Retirement Planning Specialist

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.

• 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.