As an Investment and Retirement Specialist at National Bank, you'll play a vital role in guiding clients to optimize their investment strategies. Enjoy a hybrid work model while making impactful decisions for client financial growth.

Your role includes building a solid client base through effective prospecting while developing personalized retirement plans. You will also coach financial advisors on complex products, ensuring they convey the necessary information to clients. This position requires keen insights into market trends and investment strategies to best serve client needs.

Key Responsibilities:
• Offer integrated financial solutions that increase savings
• Execute targeted prospecting to grow clientele
• Develop tailored retirement strategies for individual clients




• Coach advisors on investment and retirement topics
• Lead discussions on investment planning issues

Requirements:
• Must possess a Mutual fund representative (MFR) licence
• Related degree or college diploma required
• Experience in business development is essential
• Solid knowledge of investment products is necessary
• Proficiency in English and either Cantonese or Mandarin is needed

Join National Bank and leverage your expertise to enhance client financial success, fostering a secure retirement vision.
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📌 National Bank Investment Development Specialist (Ontario)
🏢 National Bank of Canada
📍 Ontario