Do you have business development experience in the field of investment products?

Are you autonomous, organized and perseverant?

Do you want to excel in a position that is entirely commission-based and where the sky is the limit?

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.

As part of their duties, the candidate will have to travel to meet with clients in the GTA North and West area. 

More information about the role?

Help grow your sector's savings by offering existing and new clientele financial solutions that are in line with their profile

Solicit new clients based on targeted lists provided by the employer

Develop retirement plans and strategies based on individual client needs

As a retirement and investment planning expert, work in close collaboration with the financial advisors in the branches in order to meet client needs

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

Lead various client conferences on investment and/or retirement planning issues

Monitor market developments and keep up-to-date on new trends

Establish and maintain effective communication with the various stakeholders involved in customer service activities

The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities.

Want to learn more about the position and/or projects? Feel free to contact the Manager, Stanialas Martell. 

Bachelor's degree in Administration, Finance option or in a related field, or a college diploma with 5 years of relevant experience

Active Mutual Fund Representative (MFR) license (required) and CSI credentials (an asset)

Financial planner designation, an asset

Business development experience

Excellent knowledge of investment products

High level of autonomy (flexible work schedule possible)

Comfortable with computer tools (Word, Excel, Outlook, new technologies, etc.)

Bilingualism French and English (spoken and written)

Interested in the position? Apply now! 

Your benefits 

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family: 

Health and wellness program, including many benefits 

Flexible group insurance 

Defined benefit pension plan 

Employee Share Ownership Plan 

Employee and family assistance program 

Preferred banking services 

Volunteer program 

Telemedicine 

Virtual sleep clinic 

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.  

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?