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Investment and Retirement Specialist
Primary Location : CA-QC-Monteregie-St-Jean-sur-Richelieu
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
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Help grow your sector’s savings by offering existing and new clientele financial solutions that are in line with their profile
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Solicit new clients based on targeted lists provided by the employer
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Develop retirement plans and strategies based on individual client needs
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As a retirement and investment planning expert, work in close collaboration with the financial advisors in the branches in order to meet client needs
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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
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Lead various client conferences on investment and/or retirement planning issues
Competencies required
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Bachelor’s degree in Administration, Finance option or in a related field, or a college diploma with 5 years of relevant experience
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Business development experience
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Excellent knowledge of investment products
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High level of autonomy (flexible work schedule possible)
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Comfortable with computer tools (Word, Excel, Outlook, new technologies, etc.)
Preferred competencies
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Active Mutual Fund Representative (MFR) license (required) and CSI credentials (an asset)
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Financial planner designation, an asset
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.
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Health and wellness program, including many options
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Flexible group insurance
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Generous pension plan
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Employee Share Ownership Plan
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Employee and Family Assistance Program
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Preferential banking services
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Initiatives promoting community involvement
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Telemedicine service
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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.
We welcome all candidates! What can you bring to our team?
Ready to live your ambitions?
#LI-MC1
Job field : Advisory Services, Investment and Retirement
Job Posting : Apr 3, 2023
Unposting Date : Apr 13, 2023
Work Postal Code: : J4P2J5
Job Number : ADV002F9
Req ID: ADV002F9
