Director, Alternatives Investments — Advisor Growth

National Bank of Canada; Montreal; On-site; CAD 100,000 - 130,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Community initiatives involvement

Job summary

A financial services institution in Montreal is seeking a Director Alternatives Specialist. The role involves representing alternative investment strategies and collaborating with sales teams to enhance client offerings. Candidates should have extensive experience in investment sales, strong knowledge of alternative investments, and be bilingual in English and French. This full-time position offers a comprehensive benefits package including a pension plan and wellness programs.

Qualifications

• 7+ years of experience in investment sales, wholesaling or product specialist roles.
• Strong knowledge of alternative investments, including private credit and hedge funds.
• Professional designations such as CFA, CAIA or CIM are strong pluses.

Responsibilities

• Represent the firm’s alternative investment strategies in client meetings and webinars.
• Collaborate with product and marketing teams to create sales tools.
• Monitor market trends and competitor offerings.

Skills

Investment sales experience

Presentation skills

Relationship-building

Bilingual (English/French)

Knowledge of alternative investments

Education

Bachelor’s degree in Finance, Business, or Economics

Job description

A financial services institution in Montreal is seeking a Director Alternatives Specialist. The role involves representing alternative investment strategies and collaborating with sales teams to enhance client offerings. Candidates should have extensive experience in investment sales, strong knowledge of alternative investments, and be bilingual in English and French. This full-time position offers a comprehensive benefits package including a pension plan and wellness programs.