Do you enjoy coaching your team to reach new heights?

Do you promote collaboration and act as an ambassador?

Are you knowledgeable in the seven areas of financial planning and passionate about retirement planning? 

If you answered yes, then you should apply now! 

We're committed to promoting development and collaboration. Our Senior Investment and Retirement Managers (SIRMs) are part of a large team of dedicated professionals who are ready and willing to help one another. This includes members of senior management, who are always accessible.

Being an SIRM at National Bank means implementing tailored strategies to help your team reach its objectives. 

Because we genuinely believe in the effectiveness of personalized coaching, our SIRMs regularly hold one-on-one professional development meetings with all Investment and Retirement Development Managers (IRDMs) and offer them change management support.

Your ability to motivate your team, develop business and influence others, along with your collaborative spirit, make you stand out from the crowd.

You will report to the Assistant Vice-President – Investment and Retirement.

You will be in charge of a team of Investment and Retirement Specialists for Montreal. 

More details:

Set and track performance objectives that will help your team excel.

Implement strategies aimed at increasing and developing the client base in the Personal Banking retirement and protection segments as well as achieving or surpassing your region's business objectives.

Target assigned and unassigned clients in the retirement and protection segments.

Follow up on conversions of RRSPs to RRIFs for assigned and unassigned clients aged 71 and over.

Take a broad view of the Bank's current and future business development and investment issues, and define orientations that will ensure the Bank's long-term success.

Promote business development and service guidelines and ensure standardized tools and processes are applied (sales activity management, sales coaching meetings, client meetings).

Continually question work processes in order to increase productivity and reduce operating costs.

Support branch advisors with retirement-related matters.

Be a leader known for your involvement in the synergy committees of your regions.

Represent the Bank and boost its visibility through your involvement with various organizations and associations in your region.

A completed bachelor's degree in a related field plus 5 years of relevant experience or a completed master's degree in a related field plus 5 years of relevant experience

Comfortable making presentations in front of a group and coaching employees to do so

Experience in personnel management on a sales team

Experience in advisory service and business development

Experience in portfolio management

Valid licence from the Autorité des marchés financiers to practise as a Financial Planner, an asset

Valid licence from the Autorité des marchés financiers to practise as a Mutual Funds Representative, required

Diploma from the Institut québécois de planification financière (IQPF) or in the process of obtaining it, an asset

Bilingualism, both spoken and written (English and French), an asset.

 Interested in taking up this challenge? Apply now! 

The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviors) of partnership, agility and empowerment count as much as the business objectives.

National Bank sees diversity as a great source of wealth and values it in all its dimensions. Its objective is to offer an open, respectful work environment where all employees can achieve their full potential. Senior management's concrete commitment helps spread this value across all sectors in the organization. The Bank has been ranked among the top employers for diversity in Canada for several years.

At National Bank, we stand out by investing in our employees throughout their careers—as demonstrated when we were awarded silver in the "Most Innovative use of HR Technology" category at the 2020 Canadian HR Awards for our use of Axonify, a personalized learning solution that can be used every day.