Leverage your expertise in retirement planning with National Bank as a Retirement Strategy Advisor. Help clients achieve their financial goals through personalized strategies. As a Retirement Strategy Advisor, you'll conduct financial analyses and advise clients on retirement income and compliance matters.

Collaborate closely with financial planners and investment specialists to enhance the client experience. You will also lead informative meetings and promote retirement strategies, ensuring best practices and risk management are met. Key Responsibilities:

- Perform financial analyses for retirement income optimization
- Advise clients on withdrawal strategies and tax issues
- Identify optimization opportunities tailored to client needs
- Collaborate with financial planners and advisors
- Lead retirement planning workshops and presentations Requirements:
- Bachelor's degree in finance or related field
- Experience in financial planning or advisory services
- Microprogram in Financial Planning required or in progress
- Financial Planner designation underway or completed
- Robust communication and client relationship skills Utilize your knowledge in financial planning and client engagement to make a difference at National Bank.

📌 Retirement Strategy Advisor at National Bank (Saint-Jean-sur-Richelieu)
🏢 National Bank of Canada
📍 Saint-Jean-sur-Richelieu