Guide investment strategies and retirement planning for National Bank clients across Markham and Aurora through a hybrid work model. Use product expertise and client-focused communication daily.
As an Investment and Retirement Specialist, you will support clients with personalized financial strategies. You will grow savings, prospect for current clients, and collaborate with branch advisors, internal partners, and mortgage specialists. Your work includes retirement planning, client conferences, advisor coaching, and monitoring market developments.
Key Responsibilities: Offer integrated financial solutions aligned with client profiles
Prospect to develop your client base
Prepare personalized retirement plans and strategies




Coach advisors on retirement and investment topics
Lead investment and retirement planning conferences
Requirements: Related college diploma, certificate, bachelor's, or master's degree
Mutual fund representative licence
Business development experience
Excellent knowledge of investment products
English, Cantonese, and Mandarin language skills
Apply investment product knowledge, retirement expertise, and relationship-building skills while serving National Bank clients in Markham and Aurora.

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📌 Investment and Retirement Specialist (Ontario)
🏢 National Bank of Canada
📍 Ontario