National Bank is seeking a Retirement Strategy Advisor to craft personalized retirement plans and withdrawal strategies for clients. You will analyse retirement incomes, advise on sources of funds, and coordinate with financial planners, banking advisors and investment specialists to deliver an integrated client experience.
You will lead information meetings and workshops, ensuring compliance and risk management while helping teams expand their expertise in retirement planning and withdrawals.
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📌 Retirement Strategy Advisor — Personal Finance Impact (Quebec City)
🏢 randstad canada
📍 Quebec City
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