National Bank is seeking a Retirement Strategy Advisor to develop personalised retirement plans, optimise withdrawal income, and guide clients through complex financial strategies. You will work with financial planners and investment specialists to provide a cohesive client experience.
The role emphasizes clear communication, adherence to regulatory standards, and contributing to team knowledge through sharing retirement expertise.
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Retirement Income Planner in Bathurst employer: National Bank
National Bank is an exceptional employer, offering a dynamic work culture in Bathurst that prioritises employee growth and development. With unlimited commission potential and a supportive team environment, you will have the opportunity to build meaningful relationships with clients while receiving tailored training from experienced managers. The bank's commitment to regulatory compliance and innovative financial solutions ensures that you can thrive in your role as a Mortgage Financing Advisor.