Apply on Kit Job: kitjob.ca/job/2g8sia

Support clients in crafting tailored investment strategies as an Investment and Retirement Specialist. Leverage your expertise and network to enhance client savings with integrated financial solutions.

In this specialist role, you will collaborate closely with financial advisors to guide the development of retirement plans and personalized investment strategies. Your responsibilities will include prospecting new clients, coaching advisors on complex retirement products, and leading client conferences focused on investment and retirement planning. Keeping abreast of market trends will be crucial for maintaining effective client relations and services.

Key Responsibilities:



• Develop tailored retirement plans for clients • Prospect to expand client base in your sector • Coach financial advisors on pension and retirement issues • Lead client conferences on investment planning • Monitor market trends and developments

Requirements: • Degree or diploma in a related field • MFR license required • Business development experience preferred • Robust knowledge of investment products • Proficiency in French is essential

Utilize your expertise to guide clients in their investment and retirement journey effectively. #J-18808-Ljbffr

Apply on Kit Job: kitjob.ca/job/2g8sia

📌 Investment and Retirement Strategy Expert (Saint-Georges)
🏢 National Bank of Canada
📍 Saint-Georges