INVESTMENT AND RETIREMENT SPECIALIST, IRS
- Hiring from
- Canada
- Work type
- Hybrid
- Posted
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A career as an Investment and Retirement Specialist
with the Investment and Retirement team at National Bank means acting as a
trusted specialist who supports clients in developing investment and retirement
strategies tailored to their needs. This role allows you to make a positive
impact on our organization through your determination, your ability to build a
strong network with branch advisors and internal partners, and your in-depth
knowledge of investment products.
Your role
- Increase
savings in your territory by recommending integrated financial solutions
aligned with the profiles and needs of existing and new clients. - Prospect
for new business opportunities to grow your client base and support
business development across your territory. - Develop
personalized retirement plans and investment strategies based on your
clients’ needs. - Collaborate
closely with branch financial advisors and provide expertise on pension
plans, retirement planning, the tax implications of divorce or death, and
complex retirement products such as locked-in retirement accounts,
registered retirement income funds, life income funds, annuities, and
retirement and severance allowances. - Lead
client conferences on investment and retirement planning topics. - Monitor
market developments and emerging trends to keep your investment and
retirement expertise current.
Your team
This position is based in Alma and covers the entire
region. You work closely with branch financial advisors and internal partners,
acting as an investment and retirement specialist throughout your territory.
We aim to offer you maximum flexibility to support
your quality of life. This includes a hybrid work environment combining office
and remote work, flexible working arrangements to help you balance your
professional and personal life, and flexible time off for moments that matter.
National Bank values continuous development and
internal mobility. Our personalized training programs, based on learning
through action, help you master your role and develop new areas of expertise.
Resources such as the Data Academy, language training, the Harvard Learning
Center, and coaching and mentoring support are available to you at all times.
Prerequisites
- Hold
a college diploma, university certificate, bachelor’s degree or master’s
degree in a related field. - Hold
the Mutual Fund Representative designation. - Have
experience in business development and prospecting. - Have
excellent knowledge of investment products. - Have
the knowledge required to support clients and financial advisors with
retirement planning, pension plans and complex retirement products.
Languages: French
Required skills: Accountability, Client-focused, Communication, Emotional Intelligence, Learning Agility, Listening, Problem Solving, Standards Compliance, Teamwork
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
