Become an Investment Development Specialist at National Bank, impacting investment growth as part of the Wealth team. This entirely commission-based role combines financial planning with client relationship management.
You will collaborate closely with mortgage specialists to tailor integrated financial solutions for clients. This position focuses on developing a referral network to support business development and advising on retirement planning and other investment products. You will deliver personalized services to meet client goals.
Key Responsibilities:
• Identify investment opportunities through collaboration
• Lead meetings to evaluate client investment goals
• Build a robust external referral network




• Create tailored financial plans according to client profiles
• Educate clients on investment product ranges
Requirements:
• Degree in finance, administration, or economics
• Valid Mutual Fund Representative license
• Experience in business development required
• Solid knowledge of financial planning principles
• Collaboration skills essential for partnership building
Bring your skills in client engagement and investment products to enrich the Wealth team at National Bank.
#J-18808-Ljbffr

📌 Client-Focused Investment Specialist (Mississauga)
🏢 National Bank of Canada
📍 Mississauga