Investment and Retirement Specialist

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.