Investment and Retirement Specialist - Plessisville, Canada - National Bank of Canada

National Bank of Canada

Verified Company

Plessisville, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Primary Locations:

Plessisville, Quebec**:

Attendance:

Hybrid**:

Employee Status:

Regular**:

Schedule:

Full-time**:

Being an Investment and Retirement Specialist means working for a recognized bank by supporting your clients in developing investment strategies that are tailored to their needs.

You will stand out by your determination, your networking skills with your clients, financial advisors in the branches and internal partners, and your knowledge of investment products.

Your role:

Help grow your sector's savings by offering existing and new clientele financial solutions that are in line with their profile
Solicit new clients based on targeted lists provided by the employer
Develop retirement plans and strategies based on individual client needs
As a retirement and investment planning expert, work in close collaboration with the financial advisors in the branches in order to meet client needs
Coach the financial advisors on topics such as pension plans, potential retirement, the tax consequences of a divorce or death, complex retirement products such as LIRAs, Locked-In RSPs, RRIFs, and LIFs, as well as annuities, retirement benefits and severance pay
Lead various client conferences on investment and/or retirement planning issues
Monitor market developments and keep uptodate on new trends
Establish and maintain effective communication with the various stakeholders involved in customer service activities

We want to contribute to your quality of life by offering you as much flexibility as possible in your work.

For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it's important to you.

Competencies required

Bachelor's degree in Administration, Finance option or in a related field, or a college diploma with 5 years of relevant experience
Active Mutual Fund Representative (MFR) license (required) and CSI credentials (an asset)
Business development experience
Excellent knowledge of investment products
High level of autonomy (flexible work schedule possible)
Comfortable with computer tools (Word, Excel, Outlook, new technologies, etc.)

Preferred competencies

Financial planner designation

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
Initiatives promoting community involvement
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.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

Ready to live your ambitions?
**#LI-CP1