Shape client investment strategies as an Investment and Retirement Specialist at National Bank. Leverage your expertise in financial solutions and investment products to guide diverse clients effectively.
This role focuses on developing personalized retirement plans and financial strategies for clients in the Markham/Aurora territory. You will foster client relationships through prospecting while collaborating closely with mortgage specialists and coaching financial advisors on complex topics. Staying updated on market trends will enhance your contribution to clients’ financial growth.
Key Responsibilities:
• Develop tailored investment strategies and retirement plans
• Conduct proactive prospecting to expand your client base
• Educate financial advisors on investment and retirement subjects
• Lead client conferences addressing investment planning issues
• Monitor market trends and new investment products
Requirements:
• Relevant college diploma or higher in ...