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.

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