There are 93 Retirement Specialist opportunities available in Ottawa, ON all with unique requirements.
A Retirement Specialist is responsible for identifying, developing, providing, and administering the full line of products and services to help clients accomplish their retirement planning objectives. This includes consulting with clients in person and online through self-directed resources, delivering financial education, and one-on-one portfolio management. Retirement Specialists collaborate with a team of professionals (including advisors, planners, registered representatives, and trusted partners) to ensure continuous client service. Some Retirement Specialists offer personal planning advice for employee benefits and investment strategies.
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