Retirement Stategy Advisor

Banque Nationale du Canada; Blainville; On-site; CAD 60,000 - 100,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement initiatives

Flexible benefits

Job summary

National Bank of Canada is seeking a Retirement Strategy Advisor to act as an expert in retirement planning for clients in Blainville and beyond. You will develop personalized strategies to help clients reach their retirement and withdrawal goals and optimise income.

You will carry out analyses, advise on sources of income and registered plans, work with planners and specialists to deliver a seamless client experience, lead information meetings, ensure compliance, and share knowledge with the

Qualifications

• Bachelor's degree in a relevant field (finance, financial planning, administration or related field).
• Significant experience in financial planning, wealth management, retirement strategies or advisory services.
• Financial Planner designation (PL..) or progress toward 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.

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.

Skills

Interpersonal skills

Communication skills

Plain language explanation

Education

Bachelor's degree in finance or related field

Financial Planner designation (PL..)

Job description

Area(s) of interest: Advisory services, Personal banking

Location(s): Blainville, Boucherville, Chicoutimi, Dieppe, Drummondville, Gatineau, Laval, Levis, Montreal, Quebec, Repentigny, Rimouski, Rouyn-Noranda, Saint-Eustache, Saint-Jean-Sur-Richelieu, Saint-Jerome, Sherbrooke, Terrebonne, Varennes

A career as a retirement Strategy Advisor at National Bank means acting as an expert in retirement planning and strategies for clients.With your expertise, you can help your clients during key moments in their financial lives by developing personalised strategies to help them achieve their retirement and withdrawal goals.
Your job

• 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.

Your team

You are part of a specialised team that stands out for its collaborative spirit and commitment to providing a simple, human and personalised client experience.You work in synergy with various partners to generate a concrete impact on clients' financial lives.Collaboration, listening and good advice are central to our success.
Prerequisites

• Bachelor's degree in a relevant field (finance, financial planning, administration or related field)
• Significant experience in financial planning, wealth management, retirement strategies or advisory services
• 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

Languages:

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?

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