OverviewA 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 RoleCollaborate with mortgage specialists to identify investment opportunities and propose integrated financial solutionsLead joint client meetings to assess investment needs and provide personalized recommendationsDevelop and maintain a strong external referral network to support business growthDeliver comprehensive financial plans tailored to clients' goals, risk profiles, and financial situationsAdvise on retirement planning, tax strategies, and wealth accumulationEducate 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 engagementYour TeamWithin 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.PrerequisitesCollege diploma, university certificate, bachelor's or master's degree in finance, business administration, economics,



or a related fieldProven experience in business development and client relationship managementStrong knowledge of investment products and financial planning principlesAbility to collaborate across departments and build lasting partnershipsPrerequisites (continued)Valid Mutual Fund Representative (MFR) licenseProven experience in business development and client relationship managementStrong knowledge of investment products and financial planning principlesAbility to collaborate across departments and build lasting partnershipsAdditional required languages: EnglishYour benefitsIn 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.Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We 're putting people firstWe 're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples ' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!Additional required languages: English

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