Elevate your career at National Bank as an Investment and Retirement Specialist. Leverage your skills to develop investment strategies and support clients in a adaptable hybrid work workplace.
You will be instrumental in guiding clients towards financial success while building your network of advisors and internal partners. By coaching financial advisors and leading client conferences, you'll ensure they understand complex retirement products and strategies. Your market knowledge will drive effective financial solutions for clients across the Markham/Aurora territory.
Key Responsibilities:
• Tailor integrated solutions to boost client savings
• Prospect recent clients to expand your portfolio
• Develop comprehensive retirement plans for clients




• Educate advisors about pension and investment products
• Stay updated on market developments and trends
Requirements:
• Mutual fund representative (MFR) licence required
• Diploma or degree in a related field
• Proven experience in business development
• In-depth understanding of investment products
• English and Cantonese or Mandarin proficiency preferred
Harness your expertise in investment to empower clients' financial journeys at National Bank.
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📌 Join National Bank As Investment Specialist Markham (Canada)
🏢 National Bank of Canada
📍 Canada