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. 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 robust 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 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 new 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.

College diploma, university certificate, bachelor’s or master’s degree in finance, business administration, economics, or a related field Proven experience in business development and client relationship management Strong knowledge of investment products and financial planning principles Proven experience in business development and client relationship management Strong knowledge of investment products and financial planning principles Additional required languages: English In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. Flexible group insurance Generous pension plan Employee and Family Assistance Program Preferential banking services Opportunities to get involved in community initiatives Virtual sleep clinic Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.

Additional required languages: English #

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