Investment & Retirement Planning Expert

Join a forward-thinking team as an Investment and Retirement Planning Expert focused on delivering customized financial solutions. This hybrid position facilitates work-life balance while addressing client needs in Anjou and St Leonard.
As a specialist in investment and retirement, you will work closely with clients to enhance their savings and develop personalized strategies. You'll prospect for new clients and collaborate with financial advisors, coaching them on important topics such as complex retirement products and the implications of financial events. Additionally, you’ll lead client engagements and stay on top of market trends.
Key Responsibilities:
• Increase client savings with tailored financial strategies
• Develop and implement personalized retirement plans
• Coach advisors on pension plans and other retirement topics
• Facilitate client conferences on investment issues
• Monitor and analyze market trends for insights
Requirements:
• Bachelor’s d...