Investment Specialist at National Bank
Job in
Markham, Ontario, I3P, Canada
Listed on 2026-06-20
Listing for:
Banque Nationale du Canada
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
As an Investment and Retirement Specialist, you'll engage with clients to enhance their investment strategies and retirement plans in the Markham/Aurora territory.
Your role includes building client relationships and coaching financial advisors on complex retirement products and tax implications. This position promotes flexibility with a work schedule designed for a work/life balance and integrated financial services tailored to client needs.
Key Responsibilities:
• Increase savings with personalized financial solutions
• Develop your client base through prospecting activities
• Create tailored retirement plans for clients
• Collaborate with mortgage specialists on investment strategies
• Conduct client conferences on investment planning
Requirements:
• College diploma or higher in a related field
• Mutual fund representative (MFR) licence
• Business development experience
• Strong understanding of investment products
Bring your expertise in investments and retirement to guide clients effectively at National Bank.
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