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Investment and Retirement Specialist - Jobs in Shawinigan, QC

National Bank of Canada
Job LocationShawinigan, QC
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

Primary Locations: Shawinigan, QuebecAttendance: On-siteEmployee Status: RegularSchedule: Full-timeA career as an Investment and Retirement Specialist at National Bank is to support your clients in developing the investment strategies best suited to their needs. It will be through your determination, your networking with clients, branch advisors and internal partners, as well as your knowledge of investment products, that you will stand out.Your role

  • Contribute to the increase of savings in your sector by offering existing and new customers integrated financial solutions in line with their profile
  • Prospect new customers from targeted lists provided by the employer
  • Develop retirement plans and strategies according to the needs of each client
  • Work closely with branch financial advisors to meet clients needs as a retirement and investment expert
  • Coach financial advisors in action on topics such as pension funds, eventual retirement, tax consequences of divorce or death, complex retirement products such as CRI, RERI, FEER, LIF, annuities and retirement and severance allowances.
  • Facilitate various client conferences on investment and/or retirement planning issues
  • Follow the evolution of the market and be on the lookout for new trends
  • Establish and maintain effective communications with the various stakeholders involved in customer service activities
This position requires presence in the workplace in order to meet the needs of customers and operational. We aim to offer you maximum flexibility in your work to promote your quality of life. This is reflected in particular in the organisation of working time to reconcile professional and personal life, and flexible leave at times that matter.Skills required:
  • Bachelors degree in administration, finance or related to the sector of activity, desirable or DEC with 5 years of relevant experience
  • Current Mutual Fund Licence (CER) (required) and CSI Licence (an asset)
  • Experience in business development
  • Excellent command of investment products
  • Demonstrate a high degree of autonomy (possibility of a flexible work schedule)
  • Be comfortable with computer tools (Word, Excel, Outlook, new technologies ...)
Privileged skills:
  • Title of Financial Planner
Your advantagesIn 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 with many options
  • Flexible group insurance
  • Generous pension plan
  • Share acquisition plan
  • Employee and Family Assistance Program
  • Preferential banking
  • Initiatives that promote community involvement
  • Telemedicine Service
  • Virtual Sleep Enhancement 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 promote an enjoyable employee experience. We give a lot of importance to the ideas of employees. Whether through our surveys, or through our programs, continuous dialogue and feedback are encouraged.The human firstWe are a human-sized bank that stands out for its audacity, entrepreneurial culture and passion for people. We exist to have a positive impact in peoples lives.Our core values of complicity, agility and power to act are our sources of inspiration. Inclusion is at the heart of our commitments. We offer a barrier-free and accessible work environment for all employees.We aim to provide accessibility measures during the recruitment process. If you need accommodation, do not hesitate to let us know during your first exchanges with us.We welcome candidates from all walks of life and would like to know what you can add to our team.Ready to undertake your ambitions#LI-CP1Quick Apply
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