Guide investment strategies and retirement planning for National Bank clients across Markham and Aurora through a hybrid work model. 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. Prepare personalized retirement plans and strategies Coach advisors on retirement and investment topics Lead investment and retirement planning conferences Related college diploma, certificate, bachelor's, or master's degree 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.

📌 Remote Investment Specialist (Markham)
🏢 National Bank of Canada
📍 Markham