Investment Specialist Model
Job in
Markham, Ontario, I3P, Canada
Listed on 2026-06-23
Listing for:
National Bank of Canada
Part Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales, Banking & Finance
Job Description & How to Apply Below
Join National Bank as an Investment and Retirement Specialist and empower clients through tailored financial solutions. Use your knowledge of investment products to enhance client relationships and development.
In this hybrid role, you will create personalized retirement plans while increasing savings through integrated financial strategies in Markham/Aurora. Your responsibilities include coaching financial advisors and monitoring market trends to provide the best advice. Build a strong network with branch advisors and leverage your expertise for client success.
Key Responsibilities:
• Offer integrated financial solutions for client profiles
• Create customized retirement plans tailored for individual clients
• Collaborate with mortgage specialists on investment topics
• Conduct client workshops on retirement planning issues
• Stay informed on market developments and investment products
Requirements:
• College diploma, university certificate, or degree in related field
• Must have Mutual fund representative (MFR) licence
• Background in business development needed
• Excellent understanding of investment products
• Adaptable to a flexible work environment
Drive financial success for clients with your investment expertise at National Bank.
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