Overview 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. This role is 100% commission-based.
Your Role 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
Your Team Within the Wealth Management sector, you are part of a large team of 10 colleagues who work in an agile, proactive, and collaborative manner to seize opportunities, stay at the forefront of technology, and continuously improve processes.
The position reports to the Senior Manager Investment. We aim to offer you maximum flexibility to support your quality of life. This includes a hybrid work environment and a flexible, adaptable schedule.
National Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your profession and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.
Prerequisites College diploma, university certificate, bachelor’s or master’s degree in finance, business administration, economics, or a related field




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
Prerequisites (continued) Valid Mutual Fund Representative (MFR) license
Proven experience in business development and client relationship management
Robust knowledge of investment products and financial planning principles
Ability to collaborate across departments and build lasting partnerships
Additional required languages: English
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
Health and wellness program, including many options
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
Additional required languages: English

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📌 Investment Development Specialist (Ontario)
🏢 National Bank of Canada
📍 Ontario