Step into the Senior Investment and Retirement Advisor role at National Bank, where you’ll forge meaningful client relationships and drive tailored investment strategies. Hybrid work options ensure a balance between your qualified and personal life. Serving the Outremont and Ville Mont Royal areas, this role requires a solid commitment to client service and extensive knowledge of investment solutions.

You’ll work closely with financial advisors and lead client workshops while coaching them on complex retirement products and strategies. Staying informed on market developments will be key to enhancing client offerings. Key Responsibilities:
Increase client savings with creative financial solutions
Build a robust client network through prospecting




Design personalized retirement plans for diverse client needs
Mentor branch financial advisors on intricate investment topics
Conduct workshops on investment and retirement best practices Requirements:
Bachelor’s or master’s degree in finance or related field
Required mutual fund representative licence
Proven experience in business development
Comprehensive knowledge of investment products
Proficient in French for all client communications Leverage your advisory skills to empower clients in their investment and retirement planning at National Bank.

📌 Senior Investment And Retirement Advisor Role Montreal
🏢 National Bank of Canada
📍 Montreal