Investment Specialist at National Bank
Job in
Saguenay, Province de Québec, Canada
Listed on 2026-09-04
Listing for:
Banque Nationale du Canada
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Banking & Finance
Job Description & How to Apply Below
In this role, you will serve clients in La Baie and Chicoutimi by crafting strategic retirement plans and enhancing their investment savings. Your collaboration with financial advisors and your ability to lead discussions on complex products will be critical. You're expected to stay updated on market trends to offer the best advice.
Key Responsibilities:
• Boost savings through tailored financial solutions
• Build a diverse client base through effective prospecting
• Create detailed and personalized retirement plans
• Coach branch advisors on investment and retirement issues
• Lead client-focused conferences on planning strategies
Requirements:
• College diploma or related degree in finance
• Required MFR licence for the role
• Proven experience in business development
• Deep understanding of investment options
• Bilingual proficiency in French
Bring your investment expertise to National Bank and help clients achieve their financial goals.
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