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 plansConduct prospecting to grow your client baseCoach advisors on pension plans and investment productsOrganize client conferences on retirement issuesMonitor market developments for strategy adaptationRequirements:Mutual Fund Representative (MFR) license requiredCollege diploma or related degree preferredBusiness development experience necessaryDeep knowledge of investment products crucialEnglish and Cantonese/Mandarin fluency desirableCombine your investment knowledge and client-focused approach to help clients succeed and thrive.

📌 Investment And Retirement Specialist Markham
🏢 National Bank of Canada
📍 Markham