Unlock potential as a Financial Advisor Investment Specialist with National Bank. Provide expert investment guidance and personalized retirement solutions to enhance client financial security. In this pivotal role, you will leverage your robust network and in-depth product knowledge to assist clients in achieving their financial goals.

Your hands-on approach includes creating retirement strategies and collaborating closely with branch advisors to deliver comprehensive solutions. Your current insights into market trends will support effective client coaching and the development of creative financial products. Key Responsibilities:

- Develop integrated financial strategies for increased savings
- Implement client prospecting techniques for growth




- Formulate tailored retirement plans for various clients
- Educate advisors on retirement and investment products
- Lead workshops addressing investment planning Requirements:
- Related college diploma or bachelor’s/master’s degree
- Must hold a mutual fund representative licence
- Business development experience essential
- Strong grasp of investment products
- Fluency in both French and English Harness your expertise to direct impactful client investment strategies at National Bank.

📌 Financial Advisor Investment Specialist (Edmundston)
🏢 National Bank of Canada
📍 Edmundston