Apply on Kit Job: kitjob.ca/job/2g8sie

Maximize client savings as an Investment and Retirement Specialist. Develop tailored investment strategies and enhance financial solutions, promoting growth with a hybrid work model.
In this key role, you will assist clients with investment strategy development, focusing on their unique needs. Build relationships with branch advisors and collaborate on retirement planning and complex products. Stay ahead of market trends while coaching financial advisors on various retirement and tax-related strategies.
Key Responsibilities:
• Propose integrated financial solutions for clients
• Prospect and develop current client relationships
• Create personalized retirement plans and strategies
• Collaborate closely with financial advisors
• Conduct client conferences on investment and retirement topics
Requirements:
• Relevant degree or certification in finance
• Title of collective savings representative (REC)
• Experience in business development
• Strong knowledge of investment products
• Excellent communication and coaching skills
Elevate your career by guiding clients through investment strategies and retirement planning with a focus on personalized service.
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Apply on Kit Job: kitjob.ca/job/2g8sie

📌 Spécialiste en investissement et retraite (Saint-Georges)
🏢 Banque Nationale
📍 Saint-Georges