Investment and Retiremenspecialist Montreal-west - Montréal, Canada - National Bank of Canada

National Bank of Canada

Verified Company

Montréal, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

A career as an Investment and Retirement Specialist in the Investment and Retirement team at National Bank means acting as an expert in investment and retirement planning for our individual clients.

It is through your expertise, your sales and advisory skills, your experience with clients who question retirement and your investment knowledge, retirement taxation and the strategies to put in place for retirees and pre-retirees that you have a positive impact on the experience of the National Bank of Canada's clientele.

You will be working out of three branches: Monkland, Wellington and Salaberry

Your role

Make sure to advise, via our financial planning tools, our clients wondering about retirement
Achieve sales targets and other key sales force metrics
Accompany or influence your colleagues in the branch to achieve your goals
Participate in the dynamic life of the branches allocated to you by acting as an investment leader

Your team

Within the Investment and Retirement sector, you are part of a team of more than 125 colleagues paid 100% commission and you report to the Senior Director, Investment and Retirement.

Our team stands out for its expertise, its great autonomy, but also for its dedication to make a real difference in the lives of our customers.

We favor a variety of forms of continuous learning to enrich your development, including learning in action, training content available to you and working in collaboration with colleagues of diverse expertise and profiles.

Prerequisites

Bachelor's degree and a minimum of 5 years of experience in a bank branch
Experience in business development
Hold the title of mutual fund representative (required)
Flexibility to be mobile

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.

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
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic

These are a few of the benefits available to you. 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 actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first
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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

Come live your ambitions with us