Retirement Stategy Advisor

National Bank of Canada; Saint-Jean-sur-Richelieu; On-site; CAD 85,000 - 120,000; 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

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Retirement Strategy Advisor to serve as an expert in retirement planning and strategies for clients. You will develop personalised plans to help them achieve their retirement and withdrawal goals.

You carry out analyses, advise on retirement income sources and tax issues, and collaborate with planners to provide an integrated client experience. You will lead meetings and ensure compliance with risk management rules.

Qualifications

• Bachelor’s degree in finance, financial planning, administration or related field.
• Experience in financial planning, wealth management, retirement strategies or advisory services.
• Microprogram in Financial Planning required or in process.
• Financial Planner designation or progress towards title.

Responsibilities

• Carry out financial and withdrawal analyses to optimise retirement income.
• Advise clients on sources of retirement income, withdrawal strategies, registered plans and tax issues.
• Identify optimisation opportunities and recommend tailored strategies.
• Collaborate with financial planners, banking advisors and investment specialists for integrated client experience.
• Lead information meetings, workshops or presentations on retirement planning.
• Ensure compliance and risk management rules and processes are followed.
• Share expertise to develop the team’s knowledge in retirement and withdrawals.

Skills

Interpersonal skills

Communication skills

Client orientation

Plain language explanations

Education

Bachelor’s degree in finance or related field

Financial planning experience

Microprogram in Financial Planning

Financial Planner designation / in progress

Job description

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 en cours de l'obtention
• Microprogram in Financial Planning required or in the process of obtaining
• 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

French

Your benefits

• 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.

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!

Are you in the process of redeployment or transition? We'll give special attention to colleagues in this situation.

Note: The candidate is entirely responsible for ensuring that their application and, where applicable, their employment comply with the terms of their work permit or any other immigration status in Canada.

Depending on the needs of the position and the profile of the candidate, the manager may have the latitude to adjust the role to fit their skills.

Join us!