Become an Investment and Retirement Specialist at National Bank, where you will guide clients in crafting tailored investment strategies. Benefit from a hybrid work model while increasing savings with integrated financial solutions.

In this role, you will operate as a strategic partner, enhancing your client base through business development. Focusing on retirement planning and coaching financial advisors on complex products, you'll leverage your in-depth investment knowledge.

Collaborate closely with mortgage specialists to optimize financial outcomes for clients.

Key Responsibilities:

- Increase sector savings with tailored financial solutions
- Conduct client prospecting for business growth
- Create personalized retirement plans for diverse clients




- Advise on complex retirement products and financial strategies
- Monitor market trends affecting investment strategies

Requirements:

- Mutual fund representative (MFR) licence required
- Degree or diploma in a related field
- Significant business development experience
- Proficient in investment products and strategies
- Bilingual in English and Cantonese or Mandarin preferred

Utilize your investment expertise to enhance client savings and support their retirement goals with National Bank.

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📌 Investment and Retirement Specialist at National Bank (Markham)
🏢 National Bank of Canada
📍 Markham