Join National Bank as a adaptable Investment Development Specialist, focusing on investment growth and personalized financial solutions. This commission-based role combines business development and client relationships.

You will be part of the Wealth team, collaborating with mortgage specialists to identify opportunities and custom solutions. Your impact includes developing financial plans based on clients' goals and advising on tax strategies and retirement options. Networking and education are key components to empower clients in their investment decisions.

Key Responsibilities:
• Collaborate on identifying key investment prospects
• Lead personalized client meetings and assessments
• Deliver comprehensive financial planning services




• Advise on various investment products and strategies
• Enhance client relationships through insightful outreach

Requirements:
• Bachelor’s degree in finance, business, or economics
• Proven experience in business development
• Solid knowledge of investment products
• Valid Mutual Fund Representative license
• Effective collaboration and relationship management skills

Utilize your financial expertise to create impactful solutions for clients at National Bank.
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📌 Flexible Investment Development Specialist Ontario
🏢 National Bank of Canada
📍 Ontario