Key Responsibilities:

• Produce retirement projections for NBF's Wealth Advisors
• Communicate with stakeholders and organize information to facilitate the preparation of retirement projections
• Manage and organize multiple files with tight deadlines
• Respond to questions from Wealth Advisors related to the use of the Retirement Projection Tool "Advice Suite”

Hybrid work:

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office).

Requirements:

• Bachelor’s degree in a relevant field, and three to four years relevant experience
• Knowledge of wealth management
• Knowledge of the "Advice Suite" or other retirement projection tools
• Title / Accreditation in financial planning and (IQPF) (an asset)
• Strong interpersonal, customer service and communication skills
• Strong knowledge of computer tools
• French and English, spoken and written because the sector serves a French-speaking and English-speaking clientele

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.

• 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 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.