Description
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. This role is 100% commission-based.
Your Role
- 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 strong 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, LIRA...
Ready to Seal the Deal?
Submit your application today and take the next step in your career with National Bank.
Apply for this Job