Advisory services, Personal banking.Blainville, Boucherville, Brossard, Dieppe, Drummondville, Gatineau, Laval, Levis, Longueuil, Montreal, Quebec, Repentigny, Rimouski, Saint‑Eustache, Saint‑Jean‑…

CA$55,000.00–CA$80,000.00 yearly

Full-time

Full-time

Full-time

Full-time +2

Full time

Full-time +1

Permanent

Full-time

CA$24.00–CA$26.00 hourly

Permanent +1

CA$43,000.00 yearly

Full-time +2

Advisory services, Personal banking, Advisory services, Mortgage products.Anjou, Dollard‑Des‑Ormeaux, Dorval, Kirkland, Lasalle, Montreal, Montreal, Montreal North, Outremont, Pierrefonds, Pierrefo‑…

Temporary

Full-time

Full-time

CA$61,200.00–CA$80,000.00 yearly

Full-time +1

Full-time

CA$43,000.00 yearly

Full-time

Advisory services, Personal banking.Blainville, Boucherville, Brossard, Dieppe, Drummondville, Gatineau, Laval, Levis, Longueuil, Montreal, Quebec, Repentigny, Rimouski, Saint‑Eustache, Saint‑Jean‑…

Full-time

Area(s) of interest:
Advisory services, Personal banking

A career as a retirement Strategy Advisor at National Bank means acting as an expert·in retirement planning and strategies for clients. With your expertise, you can help your clients during key moments in their financial lives by developing personalised strategies to help them achieve their retirement and withdrawal goals.

Your job

Carry out financial and withdrawal analyses to optimise retirement income.

Advise clients on sources of retirement income, withdrawal strategies, registered plans and related tax issues.





Identify optimisation opportunities and recommend strategies adapted to clients' overall situation.

Work closely with financial planners, banking advisors and investment specialists to offer an integrated client experience.

Lead information meetings, workshops or presentations on retirement planning.

Ensure compliance, risk management rules and processes in effect.

Help develop teams' knowledge by sharing their expertise in retirement and withdrawals.

Your team
You are part of a specialised team that stands out for its collaborative spirit and commitment to providing a simple, human and personalised client experience. You work in synergy with various partners to generate a concrete impact on clients' financial lives. Collaboration, listening and good advice are central to our success.

Prerequisites

Bachelor’s degree in a relevant field (finance, financial planning, administration or related field)

Microprogram in Financial Planning required or in the process of obtaining

Financial Planner designation (PL. .) or progress towards obtaining the title.

Solid knowledge of investment products, registered plans and withdrawal strategies.

Ability to explain complex financial concepts in plain language.

Interpersonal and communication skills





Strong client orientation and ability to work in partnership

Languages:
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

Health and wellness program, including many options

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

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📌 Associate or Associate Director Operational Risk (On-Site) (Quebec City)
🏢 National Bank
📍 Quebec City