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Investment and retirement specialist

National Bank Of Canada

This is a Full-time position in Montreal, QC posted August 8, 2019.

Do you have business development experience in the field of investment products?Are you autonomous, organized and perseverant?Do you want to excel in a position that is entirely commission-based and where the sky is the limit?

Our Investment and Retirement team is expanding.

Many new roles in Quebec and The Maritimes are available to sustain our growth and allow us continue to offer an exemplary experience for our clients!

Being a Investment and Retirement Specialist means working for a recognized bank by supporting your clients in developing investment strategies that are tailored to their needs.

You will stand out by your determination, your networking skills with your clients, financial advisors in the branches and internal partners, and your knowledge of investment products.

More information about the role Your main responsibilities: Help grow your sector’s savings by offering existing and new clientele financial solutions that are in line with their profileSolicit new clients based on targeted lists provided by the employerDevelop retirement plans and strategies based on individual client needsAs a retirement and investment planning expert, work in close collaboration with the financial advisors in the branches in order to meet client needsCoach the financial advisors on topics such as pension plans, potential retirement, the tax consequences of a divorce or death, complex retirement products such as LIRAs, Locked-In RSPs, RRIFs, and LIFs, as well as annuities, retirement benefits and severance payLead various client conferences on investment and/or retirement planning issuesMonitor market developments and keep up-to-date on new trendsEstablish and maintain effective communication with the various stakeholders involved in customer service activities The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sectors activities Bachelor’s degree in Administration, Finance option or in a related field, or a college diploma with 5 years of relevant experienceActive Mutual Fund Representative (MFR) license (required) and CSI credentials (an asset)Financial planner designation, an assetBusiness development experienceExcellent knowledge of investment productsHigh level of autonomy (flexible work schedule possible)Comfortable with computer tools (Word, Excel, Outlook, new technologies, etc.)Bilingualism (English and French), an asset Interested in the position?

Apply now!

Once hired, you will receive paid full-time training.

We strive to be an inclusive organization where all employees are valued.

National Bank stands out for its many initiatives to promote inclusion, making it a Canada-wide leader in diversity.

See how we do it: