Become an Investment and Retirement Specialist at National Bank, where you will guide clients in crafting tailored investment strategies. Perk 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