Drive client success as an Investment Specialist with National Bank, focusing on retirement planning and investment strategies. Enjoy a hybrid working format that promotes work-life balance.

In this role, you will serve clients in La Baie and Chicoutimi by crafting strategic retirement plans and enhancing their investment savings. Your collaboration with financial advisors and your ability to lead discussions on complex products will be critical. You're expected to stay updated on market trends to offer the best advice.

Key Responsibilities: • Boost savings through tailored financial solutions • Build a diverse client base through effective prospecting • Create detailed and personalized retirement plans • Coach branch advisors on investment and retirement issues • Lead client-focused conferences on planning strategies

Requirements: • College diploma or related degree in finance • Required MFR licence for the role • Proven experience in business development • Deep understanding of investment options • Bilingual proficiency in French

Bring your investment expertise to National Bank and help clients achieve their financial goals. #J-18808-Ljbffr

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