Investment Development Specialist

As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs.

Your job:

• Increase savings in your sector by offering integrated financial solutions aligned with the profiles of existing and new clients.
• Carry out prospecting to develop your client base.
• Draw up retirement plans and personalized strategies for your clients.
• Work closely with mortgage specialists as a specialist on investment and retirement.
• Coach the financial advisors on topics such as pension plans, retirement, the tax consequences of a divorce or death, complex retirement products such as LIRAs, LRSPs, RRIFs, and LIFs, as well as annuities, retirement benefits and severance pay.
• Lead various client conferences on investment and retirement planning issues.
• Monitor market developments and stay informed on new trends.

Your team:

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid work model (remote and in the office), work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you. The Investment and Retirement Specialist is responsible for the Markham/Aurora territory.

Prerequisites :

• College diploma, university certificate, bachelor’s or master’s degree in a related field
• Mutual fund representative (MFR) licence
• Business development experience
• Excellent knowledge of investment products

Benefits:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic