Guide clients toward tailored investment strategies as a National Bank Investment and Retirement Specialist in a hybrid work model. Use product expertise and trusted partnerships.
This specialist supports clients with investment and retirement planning. The position requires business development experience, excellent investment product knowledge, and a Mutual Fund Representative licence. You will work with branch financial advisors and internal partners to develop integrated financial solutions aligned with client profiles. French and English are required.
Key Responsibilities: Increase sector savings through integrated financial solutions
Prospect to develop and expand your client base
Prepare personalized retirement plans and strategies




Collaborate with branch financial advisors as an investment specialist
Lead client conferences on investment and retirement planning
Requirements: Related college diploma, certificate, bachelor's, or master's degree
Mutual Fund Representative licence
Business development experience
Excellent knowledge of investment products
French and English language proficiency
Apply investment expertise, retirement planning, and client-focused communication while supporting National Bank clients and branch advisors through tailored strategies.

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📌 Investment Retirement Planning Specialist (New Brunswick)
🏢 National Bank of Canada
📍 New Brunswick