Build personalized retirement plans and investment strategies for National Bank clients in Markham and Aurora. Your MFR licence and product knowledge support this hybrid opportunity.
This Investment and Retirement Specialist develops tailored solutions for existing and current clients. You will increase savings, prospect for business, and work with mortgage specialists and internal partners. You will also coach financial advisors on pension plans, retirement products, taxation consequences, annuities, and benefits.
Key Responsibilities: Develop investment strategies tailored to client needs
Increase sector savings through integrated financial solutions
Explain LIRAs, LRSPs, RRIFs, LIFs, and annuities
Advise on divorce, death, and severance pay consequences
Monitor market developments and emerging trends
Requirements: Mutual fund representative licence
Business development experience
Excellent investment product knowledge
Related postsecondary education
English, Cantonese, and Mandarin proficiency
Bring retirement planning, investment strategy, and client communication expertise to National Bank’s Markham and Aurora territory.

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