RETIREMENT STRATEGY ADVISOR

Job summary

You will act as a retirement strategy advisor to provide expert guidance and support to clients. Your role involves developing business relationships and delivering personalized financial solutions within a people-first banking environment.

Job details

Summary of the job, do not add more than three lines. Your role: Enter a description of the job. Do not use more than 5 bullets. Languages: French Required skills: 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 such as: * 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 * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic 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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged. Making a bold move in a people-first environment 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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees. We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team? Join us!

What you’ll do

You will act as a retirement strategy advisor to provide expert guidance and support to clients. Your role involves developing business relationships and delivering personalized financial solutions within a people-first banking environment.

Requirements

Candidates must be fluent in French to effectively communicate with clients and team members. The role requires a professional approach to financial advisory and a commitment to the company's core values of partnership and empowerment.

Benefits

• Health and wellness program • Flexible group insurance • Generous pension plan • Employee Share Ownership Plan • Employee and family assistance program • Preferential banking services • Community initiatives • Telemedicine service • Virtual sleep clinic

Listed skills

• Sales · Preferred
• Communication · Preferred
• client relations · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Retirement planning
• Financial advisory
• Business development
• Sales
• Client relations
• Banking
• Communication

Job areas

• Finance & Accounting
• Sales
• Management & Leadership
• Consulting