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An English jobs board for the people of Sherbrooke, in Québec

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Investment and Retirement Specialist

National Bank

This is a Contract position in Sherbrooke, QC posted January 19, 2023.

Primary Locations: Sherbrooke, Quebec Attendance: On-site

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.

The 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

Competencies required

  • Bachelor’s degree in Administration, Finance option or in a related field, or a college diploma with 5 years of relevant experience
  • 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.)
  • Bilingualism French and English (spoken and written)

Preferred competencies

  • Active Mutual Fund Representative (MFR) license (required) and CSI credentials (an asset)
  • Financial planner designation, an asset

Your advantages

In addition to competitive compensation, we offer you, as soon as you are hired, a host of flexible benefits to promote your well-being 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 some examples that are accessible to you. We offer an evolving offer on the lookout for trends, your needs and those of your loved ones. Our dynamic work environments and modern collaboration tools support an enjoyable employee experience. We place a lot of room for employees’ ideas. Whether through our surveys or through our programs, ongoing dialogue and feedback are encouraged.

We’re putting people first

The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviors) of partnership, agility and empowerment count as much as the business objectives.

National Bank sees diversity as a great source of wealth and values it in all its dimensions. Its objective is to offer an open, respectful work environment where all employees can achieve their full potential. Senior management’s concrete commitment helps spread this value across all sectors in the organization. The Bank has been ranked among the top employers for diversity in Canada for several years.

At National Bank, we stand out by investing in our employees throughout their careers-as demonstrated when we were awarded silver in the ”Most Innovative use of HR Technology” category at the 2020 Canadian HR Awards for our use of Axonify, a personalized learning solution that can be used every day.

#LI-MC1

JobField: Advisory Services, Personal Banking
Unposting Date: 2023-02-03
Job Number: ADV002CF
Posting Date: 2023-01-20