Drive impactful investment solutions at National Bank as an Investment Development Specialist. Utilize your skills in client management and financial planning to foster growth in our Wealth team.
As a commission-based expert, you will collaborate with mortgage specialists and lead joint client meetings. It's essential to deliver comprehensive financial plans while advising on retirement planning and wealth accumulation. Strengthening your external network will be vital to support continuous business development.
Key Responsibilities:
• Propose integrated financial solutions for clients
• Conduct assessments to determine investment needs
• Maintain a network of external referrals for growth
• Deliver tailored financial recommendations and plans
• Educate clients on diverse investment products
Requirements:
• Degree in finance, business, or a related field
• Experience in business development and client relations
• Valid Mutual Fund Representative license
• Robust knowledge of financial planning principles
• Excellent collaboration skills across teams
Leverage your financial acumen to make a difference in people's lives at National Bank.
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📌 Investment Development Expert At National Bank Ontario
🏢 National Bank of Canada
📍 Ontario
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