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Conseiller stratégie retraite

Banque Nationale

Location TBD On-siteFull-time3 days ago
Salary
Undisclosed
Experience
Mid
Job Type
Full-time
Posted
3 days ago
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About This RoleAI processing…

Une carrière en tant que conseillère ou conseiller stratégie retraite à la Banque Nationale , c’est agir comme expert·e en planification et stratégies de retraite auprès de la clientèle . Grâce à ton expertise, tu accompagnes ta clientèle dans les moments clés de leur vie financière en élaborant des stratégies personnalisées qui favorisent l’atteinte de leurs objectifs de retraite et de décaissement. Ton emploi Réaliser des analyses financières et de décaissement afin d’optimiser les revenus de…

Key ResponsibilitiesTypical for this role

  • 1
    Drive day-to-day execution of the work outlined in this role
  • 2
    Collaborate with cross-functional partners to deliver outcomes
  • 3
    Communicate progress, blockers, and decisions clearly
  • 4
    Continuously improve how the team operates

Requirements

  • Grâce à ton expertise, tu accompagnes ta clientèle dans les moments clés de leur vie financière en élaborant des stratégies personnalisées qui favorisent l’atteinte de leurs objectifs de retraite et de décaissement.

Perks & BenefitsTypical for this role

Competitive compensation aligned with experience and market rate
Health, dental, and vision coverage
Paid time off and company holidays
Remote-friendly or hybrid working arrangements where applicable
Learning and professional development support
Modern tools and equipment to do your best work

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