Found Description
As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success. Draw up retirement plans and personalized strategies for your clients.
Work closely with mortgage specialists as a specialist on investment and retirement.
Coach the financial advisors on topics such as pension plans, retirement, the tax consequences of a divorce or death, complex retirement products such as LIRAs, LRSPs, RRIFs, and LIFs, as well as annuities, retirement benefits and severance pay.
Lead various client conferences on investment and retirement planning issues.
Monitor market developments and stay informed on new trends.
We want to contribute to your quality of life by offering you as much flexibility as possible in your wo...
Work closely with mortgage specialists as a specialist on investment and retirement.
Coach the financial advisors on topics such as pension plans, retirement, the tax consequences of a divorce or death, complex retirement products such as LIRAs, LRSPs, RRIFs, and LIFs, as well as annuities, retirement benefits and severance pay.
Lead various client conferences on investment and retirement planning issues.
Monitor market developments and stay informed on new trends.
We want to contribute to your quality of life by offering you as much flexibility as possible in your wo...
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