Elevate client financial wellness as an Investment and Retirement Specialist, creating personalized investment strategies that meet individual needs. Embrace a hybrid work model to maximize client engagement and relationships.This vital role involves collaborating closely with financial advisors to implement tailored retirement plans. You will also coach advisors on complex financial products while actively prospecting for new clients. By staying informed on market trends, you’ll equip clients with the most effective investment solutions, driving their success in financial planning.Key Responsibilities:• Design personalized investment and retirement plans• Build a robust client base through prospecting• Train advisors on retirement-related topics• Conduct client conferences focused on investment issues• Track market developments and trendsRequirements:• Relevant diploma or degree required• Mandatory Mutual Fund Representative (MFR) license• Experience in business development is essential• Strong expertise in investment products needed• Bilingual in English and French preferredUtilize your financial expertise to help clients navigate their retirement pathways within an adaptable work environment.#J-18808-Ljbffr
Investment Specialist Focused On Bespoke Retirement Solutions
NATIONAL BANK OF CANADA
montreal (administrative region), montreal (administrative region)
Published 27 days ago
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