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 current 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.

Valid Mutual Fund Representative (MFR) license.

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.

Languages
English

Required Skills

Accountability

Business Expansion

Client-focused

Communication

Emotional Intelligence

Learning Agility

Listening

Problem Solving

Standards Compliance

Teamwork

Your Benefits

Health and wellness program, including many options

Flexible group insurance

Generous pension planEmployee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

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