Investment Development Specialist
Description
As an Investment Development Specialist in the National Bank's Wealth team, you will drive investment growth by leveraging your expertise in business development, financial planning, and client relationship management. The role involves collaborating with mortgage specialists to identify investment opportunities, leading client meetings to provide personalized recommendations, and building an external referral network. You will deliver comprehensive financial plans, advise on retirement and tax strategies, educate clients on various investment products, and use data to enhance client engagement.
## Compensation Details
This position is commission-based.
What We're Looking For
Collaborate with mortgage specialists to identify investment opportunities and propose integrated financial solutions.
Lead joint client meetings to assess investment needs and provide personalized recommendations.
Develop and maintain a strong external referral network to support business growth.
Deliver comprehensive financial plans tailored to clients' goals, risk profiles, and financial situations.
Advise on retirement planning, tax strategies, and wealth accumulation.
Educate clients on a wide range of investment products (mutual funds, RRSPs, TFSAs, RESPs, RRIFs, LIRAs, annuities).
Leverage data and insights to personalize outreach and enhance client engagement.
Ideal Candidate
College diploma, university certificate, bachelor's or master's degree in finance, business administration, economics, or a related field.
Valid Mutual Fund Representative (MFR) license.
Proven experience in business development and client relationship management.
Strong knowledge of investment products and financial planning principles.
Ability to collaborate across departments and build lasting partnerships.
Minimum Education
College diploma, university certificate, bachelor's or master's degree in finance, business administration, economics, or a related field
Hard Skills
Soft Skills
Work Hours
Full-Time
Benefits
About the Company
National Bank of Canada
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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