Investment and Retirement Specialist

Banque Nationale du Canada; Edmundston; Hybrid; CAD 60,000 - 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 in Edmundston, NB is seeking an Investment and Retirement Specialist to support clients in developing tailored investment strategies. You’ll leverage a strong advisor network and in-depth knowledge of investment products to drive client outcomes.

In this role you’ll prospect, draw up retirement plans, coach advisors on pension plans and complex products, and lead client conferences while staying current on market trends.

Qualifications

• College diploma, university certificate, bachelor’s or master’s degree in a related field.
• Mutual fund representative (MFR) licence.
• Business development experience.
• Excellent knowledge of investment products.

Responsibilities

• Increase savings in your sector by offering integrated financial solutions aligned with client profiles.
• Carry out prospecting to develop your client base.
• Draw up retirement plans and personalized strategies for your clients.
• Work closely with financial advisors in branches as a specialist on investment and retirement.

Skills

Investment products

Business development

Mutual fund licence

English

French

Education

College/university degree in related field

Job description

Location(s): Edmundston, Grand Falls, Saint-Quentin

As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success.

Your job:

• Increase savings in your sector by offering integrated financial solutions aligned with the profiles of existing and new clients.
• Carry out prospecting to develop your client base.
• Draw up retirement plans and personalized strategies for your clients.
• Work closely with financial advisors in branches as a specialist on investment and retirement.
• Coach the financial advisors on topics such as pension plans, retirement, the tax consequences of a divorce or death, complex retirement products such as LIRAs, LRSPs, RRIFs, and LIFs, as well as annuities, retirement benefits and severance pay.
• Lead various client conferences on investment and retirement planning issues.
• Monitor market developments and stay informed on new trends.

Your team:

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid work model (remote and in the office), work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you. The Investment and Retirement Specialist is responsible for the XXX territory.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as (to be completed) to support your ongoing learning. You'll have access to colleagues with a wide range of expertise, experiences and backgrounds to enrich your development.

Prerequisites :

• College diploma, university certificate, bachelor’s or master’s degree in a related field
• Mutual fund representative (MFR) licence
• Business development experience
• Excellent knowledge of investment products

Languages: English, 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?