Shape clients' financial futures as an Investment and Retirement Specialist with National Bank. Leverage your expertise to develop tailored investment strategies in a hybrid work setting.

This specialist role focuses on enhancing savings solutions for clients in La Baie and Chicoutimi. You will draw up personalized retirement plans and coach financial advisors on complex investment products such as LIRAs, LRSPs, and annuities. Your ability to prospect effectively and build connections within the branch network will be vital for success.

Key Responsibilities: • Increase savings through integrated financial solutions • Conduct client prospecting to expand your client base • Create customized retirement plans suited to client needs • Mentor financial advisors on diverse investment topics • Facilitate client conferences addressing investment strategies

Requirements: • Relevant diploma or degree in finance field • Mutual fund representative licence required • Experience in business development and investments • Exceptional knowledge of investment products • Proficiency in French

Utilize your investment knowledge and client-focused approach to elevate client results with National Bank. #J-18808-Ljbffr

📌 Investment and Retirement Specialist at National Bank (Winnipeg)
🏢 Banque Nationale du Canada
📍 Winnipeg