As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success. Draw up retirement plans and personalized strategies for your clients.

Work closely with mortgage specialists as a specialist on investment and retirement. Coach the financial advisors on topics such as pension plans, retirement, the tax consequences of a divorce or death, complex retirement products such as LIRAs, LRSPs, RRIFs, and LIFs, as well as annuities, retirement benefits and severance pay. Lead various client conferences on investment and retirement planning issues.

Monitor market developments and stay informed on new trends. We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid work model (remote and in the office), work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's key to you.

The Investment and Retirement Specialist is responsible for the Markham/Aurora territory.



Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as (to be completed) to support your ongoing learning.

You’ll have access to colleagues with a wide range of expertise, experiences and backgrounds to enrich your development. College diploma, university certificate, bachelor’s or master’s degree in a related field Business development experience Excellent knowledge of investment products In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible perks to help promote your wellbeing and that of your family such as:

Flexible group insurance Generous pension plan Employee and family assistance program Preferential banking services Involvement in community initiatives Virtual sleep clinic Whether through our surveys or programs, regular feedback and ongoing communication are encouraged. We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments.

📌 Investment Development Specialist (Markham)
🏢 National Bank
📍 Markham