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 rangesRequirements:- 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 buildingBring your skills in client engagement and investment products to enrich the Wealth team at National Bank.#J-18808-Ljbffr

📌 Client-Focused Investment Specialist (Winnipeg)
🏢 BMO Groupe financier
📍 Winnipeg