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