Elevate your career at National Bank as an Investment and Retirement Specialist in Markham/Aurora. Provide tailored investment strategies and solutions for diverse client needs in a hybrid work model.
In this role, you will guide clients in developing personal retirement strategies while leveraging your robust knowledge of investment products. Your business development skills will be key as you increase savings in your sector through prospecting and collaboration with mortgage specialists.
You will also coach financial advisors on complex retirement planning topics and lead client conferences.
Key Responsibilities:
- Develop personalized investment and retirement plans
- Conduct prospecting to grow your client base
- Coach advisors on pension plans and investment products
- Organize client conferences on retirement issues
- Monitor market developments for strategy adaptation
Requirements:
- Mutual Fund Representative (MFR) license required
- College diploma or related degree preferred
- Business development experience necessary
- Deep knowledge of investment products crucial
- English and Cantonese/Mandarin fluency desirable
Combine your investment knowledge and client-focused approach to help clients succeed and thrive.
📌 Investment and Retirement Specialist Markham
🏢 National Bank of Canada
📍 Markham
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