Investment & Retirement Growth Specialist (Hybrid)

Banque Nationale du Canada; Brampton; Hybrid; CAD 60,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Flexible benefits

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community initiatives

Virtual sleep clinic

Job summary

A financial institution in Brampton is seeking an Investment Development Specialist to guide clients in creating tailored investment strategies. This role requires a college diploma or higher and excellent knowledge of investment products. Responsibilities include increasing savings, client prospecting, and retirement planning. The organization offers a hybrid work model, competitive compensation, and various benefits. Candidates with strong communication and client-focused skills will thrive in this position.

Qualifications

• 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 clients.
• Work closely with financial advisors in branches.
• Lead various client conferences on investment.
• Monitor market developments and stay informed on new trends.

Skills

Business Development

Communication

Emotional Intelligence

Problem Solving

Teamwork

Accountability

Client-focused

Learning Agility

Standards Compliance

Listening

Education

College diploma, university certificate, bachelor's or master's degree in a related field

Job description

A financial institution in Brampton is seeking an Investment Development Specialist to guide clients in creating tailored investment strategies. This role requires a college diploma or higher and excellent knowledge of investment products. Responsibilities include increasing savings, client prospecting, and retirement planning. The organization offers a hybrid work model, competitive compensation, and various benefits. Candidates with strong communication and client-focused skills will thrive in this position.