Join National Bank as an Investment Development Specialist within the Wealth team. This commission-based role emphasizes business development, client relationships, and comprehensive financial planning.

In this position, you will work alongside mortgage specialists to uncover investment opportunities while providing personalized financial strategies to clients. You are expected to maintain a robust referral network and deliver tailored financial plans based on individual client goals and profiles, thereby significantly contributing to their wealth management journey.

Key Responsibilities:



• Collaborate with mortgage specialists for investment opportunities • Conduct joint meetings to assess client needs • Develop a strong referral network for growth • Deliver comprehensive financial plans tailored to clients • Advise on tax strategies and wealth accumulation

Requirements: • Degree in finance, business, or economics • Valid Mutual Fund Representative license required • Proven experience in client relationship management • Strong understanding of financial products needed • Ability to collaborate and build partnerships

Apply your business acumen and financial expertise as a vital part of the Wealth team at National Bank. #J-18808-Ljbffr

📌 Wealth Management Investment Specialist (Winnipeg)
🏢 National Bank of Canada
📍 Winnipeg