Investment and Retirement Specialist
National Bank
This is a Contract position in Montreal, QC posted September 8, 2023.
A career as an Investment and Retirement Specialist in the Investment and Retirement team at National Bank means acting as an expert in investment and retirement planning for our individual clients. It is through your expertise, your sales and advisory skills, your experience with clients who question retirement and your investment knowledge, retirement taxation and the strategies to put in place for retirees and pre-retirees that you have a positive impact on the experience of the NBC’s clientele.
Your role
- Make sure to advise, via our financial planning tools, our clients wondering about retirement
- Achieve sales targets and other key sales force metrics
- Accompany or Influence your colleagues in the branch to achieve your goals
- Participate in the dynamic life of the branches allocated to you by acting as an investment leader
Your team
Within the Investment and Retirement sector, you are part of a team of more than 125 colleagues paid 100% commission and you report to the Senior Director, Investment and Retirement. Our team stands out for its expertise, its great autonomy, but also for its dedication to make a real difference in the lives of our customers.
We favor a variety of forms of continuous learning to enrich your development, including learning in action, training content available to you and working in collaboration with colleagues of diverse expertise and profiles.
Basic requirements
- Bachelor’s degree and a minimum of 5 years of experience in a bank branch
- Experience in business development
- Hold the title of mutual fund representative (required)
- Availability to move
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Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Initiatives promoting community involvement
- Telemedicine service
- Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We’re putting people first: We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples’ lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Ready to live your ambitions?
