Director Alternatives Specialist
National Bank of Canada
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Benefits offered by this job
Job summary
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
Education
Job description
As the Director Alternatives Specialist at National Bank of Canada, you will represent our alternative investment strategies to financial advisors and key stakeholders, translating complex investment concepts into actionable insights and helping clients integrate private market solutions into diversified portfolios.
- Represent the firm’s alternative investment strategies in client meetings, webinars and industry events.
- Partner with wholesalers and regional sales teams to develop and execute sales strategies.
- Act as a trusted consultant to financial advisors, helping them integrate private market solutions into diversified portfolios and support due diligence processes.
- Collaborate with product, portfolio management and marketing teams to develop sales tools and market positioning materials.
- Monitor market trends, competitor offerings and regulatory developments to maintain competitive advantage.
- Act as an ambassador of National Bank Investments, contributing to thought leadership initiatives and representing the firm as a subject‑matter expert.
At NBI we’re dedicated to delivering innovative investment solutions that help advisors and investors achieve long‑term success. As part of our continued growth, we’re expanding our expertise in alternative investments—a critical area reshaping portfolio management. We seek a passionate, dynamic Alternative Investments Director to drive adoption and growth of our alternative solutions across all channels.
- Bachelor’s degree in Finance, Business, Economics or a related field.
- 7+ years of experience in investment sales, wholesaling or product specialist roles.
- Strong knowledge of alternative investments (private credit, private equity, hedge funds, real assets, liquid alts).
- Exceptional presentation and relationship‑building skills.
- Proven ability to influence, educate and inspire advisors.
- Bilingual (English/French).
- Professional designations such as CFA, CAIA or CIM are strong pluses.
- Health and wellness program, including many options.
- Flexible group insurance.
- Generous pension plan.
- Employee Share Ownership Plan.
- Employee and Family Assistance Program.
- Preferential banking services.
- Opportunities to get involved in community initiatives.
- Telemedicine service.
- Virtual sleep clinic.
Dollard‑des‑Ormeaux, Quebec, Canada.
The incumbent will be required to travel.
- Seniority level: Director
- Employment type: Full‑time
- Job function: Other
- Industry: Banking
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