Investment Development Specialist

A career as an Investment Development Specialist in the Wealth team at National Bank means acting as an expert in investment growth. This role allows you to have a positive impact on our organization, thanks to your skills in business development, financial planning, and client relationship management. 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.

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Submit your application today and join our talented team at National Bank.

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