Food Service Dishwasher - Fast-Paced Team Player

9201 2699 quebec; Rouyn-Noranda; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank is seeking a Retirement Strategy Advisor to help clients optimise retirement income. You will carry out financial and withdrawal analyses, advise on sources of retirement income and withdrawal strategies, and identify opportunities tailored to each client’s situation.

You’ll collaborate with financial planners, banking advisors and investment specialists to offer an integrated client experience, lead information meetings, workshops or presentations, and ensure compliance with risk

Qualifications

• Bachelor’s degree in finance, financial planning, administration or related field.
• Microprogram in Financial Planning required or in the process of obtaining
• Financial Planner designation (PL) or progress towards obtaining the title.
• Solid knowledge of investment products, registered plans and withdrawal strategies.
• Ability to explain complex financial concepts in plain language.
• Interpersonal and communication skills
• Strong client orientation and ability to work in partnership

Responsibilities

• Carry out financial and withdrawal analyses to optimise retirement income.
• Advise clients on sources of retirement income, withdrawal strategies, registered plans and related tax issues.
• Identify optimisation opportunities and recommend strategies adapted to clients' overall situation.
• Work closely with financial planners, banking advisors and investment specialists to offer an integrated client experience.
• Lead information meetings, workshops or presentations on retirement planning.
• Ensure compliance, risk management rules and processes in effect.
• Help develop teams' knowledge by sharing their expertise in retirement and withdrawals.

Education

Bachelor’s degree in finance, financial planning, administration or related field

Microprogram in Financial Planning

Financial Planner designation (PL) or progress towards obtaining

Solid knowledge of investment products, registered plans and withdrawal strategies

Ability to explain complex financial concepts in plain language

Interpersonal and communication skills

Strong client orientation and ability to work in partnership

Job description

National Bank is seeking a Retirement Strategy Advisor to help clients optimise retirement income. You will carry out financial and withdrawal analyses, advise on sources of retirement income and withdrawal strategies, and identify opportunities tailored to each client’s situation.

You’ll collaborate with financial planners, banking advisors and investment specialists to offer an integrated client experience, lead information meetings, workshops or presentations, and ensure compliance with risk