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 solutionsProspect to develop and expand your client basePrepare personalized retirement plans and strategiesCollaborate with branch financial advisors as an investment specialistLead client conferences on investment and retirement planningRequirements:Related college diploma, certificate, bachelor's, or master's degreeMutual Fund Representative licenceBusiness development experienceExcellent knowledge of investment productsFrench and English language proficiencyApply investment expertise, retirement planning, and client-focused communication while supporting National Bank clients and branch advisors through tailored strategies.

📌 Investment Retirement Planning Specialist (Saint-Basile)
🏢 National Bank of Canada
📍 Saint-Basile