Join National Bank as a versatile 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 prospects 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 opportunities
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.

📌 Flexible Investment Development Specialist Kitchener
🏢 National Bank of Canada
📍 Kitchener