Investment Development Specialist

National Bank of Canada; Markham; Hybrid; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada in Markham seeks an Investment and Retirement Specialist to guide clients in developing tailored investment strategies and retirement plans. You’ll leverage a strong advisor network and deep product knowledge to deliver integrated financial solutions and grow your client base.

Work closely with mortgage specialists and coach advisors on pension plans, taxes, and complex retirement products while leading client conferences and staying ahead of market trends.

Qualifications

• Requires Mutual fund representative (MFR) licence or equivalent
• College/University degree in a related field as prerequisite
• Business development experience preferred
• Excellent knowledge of investment products

Responsibilities

• Increase savings by offering integrated financial solutions aligned with client profiles.
• Prospect to develop the client base.
• Draw up retirement plans and personalized strategies for clients.
• Collaborate with mortgage specialists as an investment/retirement specialist.
• Coach advisors on pension plans, retirement, taxes, and complex retirement products.
• Lead client conferences on investment and retirement planning issues.
• Monitor market developments and stay informed on trends.

Skills

Accountability

Client-focused

Communication

Emotional Intelligence

Learning Agility

Listening

Problem Solving

StandardsCompliance

Teamwork

Education

College diploma

University certificate

Bachelor’s or Master’s degree in a related field

Job description

• Mutual fund representative (MFR) licence

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 mortgage specialists 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 Markham/Aurora 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) license
• Business development experience
• Excellent knowledge of investment products

Languages: English, Cantonese, Mandarin

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Required skills: Accountability, Client-focused, Communication, Emotional Intelligence, Learning Agility, Listening, Problem Solving, StandardsCompliance, Teamwork

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 such as:

• 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
• Involvement in community initiatives
• Telemedicine service
• 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?