Empower clients as an Investment and Retirement Specialist at National Bank, working hybrid from Edmundston, Grand Falls, or Saint-Quentin. Your expertise in investment products will guide tailored financial strategies.As an Investment and Retirement Specialist, you'll support clients by developing personalized investment plans while collaborating closely with branch financial advisors. This role requires proactive prospecting to expand your client base, and you'll coach advisors on complex retirement products and strategies. You'll also monitor market trends to provide the best solutions.Key Responsibilities:Offer integrated financial solutions to clientsDevelop personalized retirement plans for individualsGuide financial advisors on investment productsConduct client conferences on retirement planningMonitor market developments to inform strategiesRequirements:College diploma or higher in related fieldMutual fund representative licence requiredProven business development experienceExcellent knowledge of investment productsBilingual in English and French preferredDrive successful investment strategies and enhance client satisfaction at National Bank.

📌 Investment Specialist At National Bank (Saint-Basile)
🏢 Banque Nationale du Canada
📍 Saint-Basile