Excel in retirement planning with National Bank as a Retirement Strategy Advisor. Provide expert guidance on financial strategies and optimize clients' retirement income for lasting success.

In this advisory role, you will lead financial analyses, develop personalized withdrawal strategies, and work alongside financial planners and banking advisors. Your ability to simplify complex financial concepts will be vital in assisting clients through significant financial decisions and enhancing their retirement planning experience.

Key Responsibilities:
• Conduct financial and withdrawal analyses for retirement optimization
• Advise clients on income sources and withdrawal strategies
• Identify opportunities to recommend tailored strategies




• Collaborate with financial planners and investment specialists
• Facilitate workshops and meetings on retirement planning

Requirements:
• Bachelor’s degree in finance or related field
• Microprogram in Financial Planning (or underway)
• Progress towards Financial Planner designation
• Robust knowledge of investment products
• Excellent communication and interpersonal skills

Leverage your expertise in financial strategies to empower clients toward their retirement goals with National Bank.
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📌 Retirement Strategy Advisor at National Bank (Quebec City)
🏢 L'Agenda du Québec
📍 Quebec City