National Bank Client-Focused Investment Specialist

Drive client investment success as an Investment and Retirement Specialist at National Bank. Support clients by creating personalized investment strategies in a hybrid working model.

This pivotal role focuses on the Markham/Aurora territory, enhancing savings through tailored financial solutions. You will engage in business development, coach financial advisors on investment products, and conduct client conferences aimed at retirement planning. A solid grasp of market trends will position you as a vital resource for client growth.

Key Responsibilities:

• Increase savings with integrated financial planning solutions

• Develop personalized retirement strategies for clients

• Coach advisors on complex financial topics

• Lead discussions on investment and retirement planning

• Monitor market trends and investment developments

Requirements:

• College diploma or higher in a relevant field

• Required Mutual fund representative (MFR) licence

• Experience in business development essential

• In-depth knowledge of investment products required

• Flexible and adaptable to hybrid working conditions

Leverage your expertise to guide clients towards successful retirement planning at National Bank.
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