NA

Retirement Strategy Advisor

Saint-Léonard, Montréal
On-site
Full-time
No salary postedYesterday
Employment type
Full-time · On-site
Posted
September 14, 2026
Province
Quebec (QC)

Hiring confidence: Sparse posting · 22/100

This posting is missing most of the signals we look for, or shows patterns common to listings that are not actively being filled. Check with the employer before applying. How this is scored

Job Overview

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A career as a retirement Strategy Advisor at National Bank means acting as an expert·in retirement planning and strategies for clients. With your expertise, you can help your clients during key moments in their financial lives by developing personalised strategies to help them achieve their retirement and withdrawal goals. Your job Carry out financial and withdrawal analyses to optimise retirement income. Advise clients on sources of retirement income, withdrawal strategies, registered plans an…

This role is based in Quebec. National Bank is hiring for this full-time position through Jobily, where you can check how well your resume matches the posting before you apply.

Market context

About this role in Quebec

Average salary for Retirement Strategy Advisor in Quebec

We do not have a salary benchmark for this title in Quebec yet. The posting does not state a salary either.

NOC code

This posting has not been matched to a NOC 2021 unit group yet. Use the NOC finder to identify the code from the duties listed above.

Typical qualifications for Canadian employers

  • Expertise in retirement planning strategies
  • Knowledge of registered plans
  • Financial analysis capabilities
  • Client-facing advisory experience
  • Understanding of retirement income sources

Fit check

Is this role right for you?

Top skills this posting asks for:

  • Retirement planning
  • Financial analysis
  • Withdrawal strategy optimization

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What you'll do

  • Carry out financial and withdrawal analyses to optimize retirement income
  • Advise clients on sources of retirement income
  • Develop withdrawal strategies
  • Create personalized retirement strategies for clients
  • Guide clients through key financial life moments
  • Help clients achieve retirement and withdrawal goals

What you'll need

  • Expertise in retirement planning strategies
  • Knowledge of registered plans
  • Financial analysis capabilities
  • Client-facing advisory experience
  • Understanding of retirement income sources

About the Company

NA

National Bank