Investment and Retirement Specialist
Job in
Markham, Ontario, I3P, Canada
Listed on 2026-10-31
Listing for:
National Bank of Canada
Full Time
position Listed on 2026-10-31
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Banking & Finance
Job Description & How to Apply Below
Guide investment strategies and retirement planning for National Bank clients across Markham and Aurora through a hybrid work model. Use product expertise and client-focused communication daily.
As an Investment and Retirement Specialist, you will support clients with personalized financial strategies. You will grow savings, prospect for new clients, and collaborate with branch advisors, internal partners, and mortgage specialists. Your work includes retirement planning, client conferences, advisor coaching, and monitoring market developments.
Key Responsibilities:- Offer integrated financial solutions aligned with client profiles
- Prospect to develop your client base
- Prepare personalized retirement plans and strategies
- Coach advisors on retirement and investment topics
- Lead investment and retirement planning conferences
- Related college diploma, certificate, bachelor's, or master's degree
- Mutual fund representative licence
- Business development experience
- Excellent knowledge of investment products
- English, Cantonese, and Mandarin language skills
Apply investment product knowledge, retirement expertise, and relationship-building skills while serving National Bank clients in Markham and Aurora.
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