Investment and Retirement Specialist

Banque Nationale du Canada; Alma; Hybrid; CAD 70,000 - 95,000; 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 an Investment and Retirement Specialist in Alma to craft tailored retirement strategies and investment plans for clients. You will work with branch advisors and internal partners to deliver integrated solutions, while staying current on market trends and products.

You’ll lead client conferences, develop personalized plans, and grow the client base across your territory with flexible hybrid work arrangements.

Qualifications

• Hold a college diploma, university certificate, bachelor’s degree or master’s degree in a related field.
• Hold the Mutual Fund Representative designation.
• Have experience in business development and prospecting.
• Have excellent knowledge of investment products.
• Have the knowledge required to support clients and financial advisors with retirement planning, pension plans and complex retirement products.

Responsibilities

• Increase savings in your territory by recommending integrated financial solutions aligned with the profiles and needs of existing and new clients.
• Prospect for new business opportunities to grow your client base and support business development across your territory.
• Develop personalized retirement plans and investment strategies based on your clients’ needs.
• Collaborate closely with branch financial advisors and provide expertise on pension plans, retirement planning, the tax implications of divorce or death, and complex retirement products such as locked-in retirement accounts, registered retirement income funds, life income funds, annuities, and retirement and severance allowances.
• Lead client conferences on investment and retirement planning topics.
• Monitor market developments and emerging trends to keep your investment and retirement expertise current.

Skills

Investment products knowledge

Business development

Prospecting

French

Client advisory

Education

College diploma / University certificate

Bachelor's or Master's degree in related field

Mutual Fund Representative designation

Job description

A career as an Investment and Retirement Specialist with the Investment and Retirement team at National Bank means acting as a trusted specialist who supports clients in developing investment and retirement strategies tailored to their needs. This role allows you to make a positive impact on our organization through your determination, your ability to build a strong network with branch advisors and internal partners, and your in-depth knowledge of investment products.

Your role

• Increase savings in your territory by recommending integrated financial solutions aligned with the profiles and needs of existing and new clients.
• Prospect for new business opportunities to grow your client base and support business development across your territory.
• Develop personalized retirement plans and investment strategies based on your clients’ needs.
• Collaborate closely with branch financial advisors and provide expertise on pension plans, retirement planning, the tax implications of divorce or death, and complex retirement products such as locked-in retirement accounts, registered retirement income funds, life income funds, annuities, and retirement and severance allowances.
• Lead client conferences on investment and retirement planning topics.
• Monitor market developments and emerging trends to keep your investment and retirement expertise current.

Your team

This position is based in Alma and covers the entire region. You work closely with branch financial advisors and internal partners, acting as an investment and retirement specialist throughout your territory.

We aim to offer you maximum flexibility to support your quality of life. This includes a hybrid work environment combining office and remote work, flexible working arrangements to help you balance your professional and personal life, and flexible time off for moments that matter.

National Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, help you master your role and develop new areas of expertise. Resources such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.

Prerequisites

• Hold a college diploma, university certificate, bachelor’s degree or master’s degree in a related field.
• Hold the Mutual Fund Representative designation.
• Have experience in business development and prospecting.
• Have excellent knowledge of investment products.
• Have the knowledge required to support clients and financial advisors with retirement planning, pension plans and complex retirement products.

Languages:

French

Skills

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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 such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?