Hybrid Wealth Growth Advisor - Commission-Based Earnings

National Bank of Canada; Toronto; Hybrid; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community involvement

Telemedicine service

Virtual sleep clinic

Job summary

A leading financial institution is seeking an Investment Development Specialist to enhance investment growth. This role involves collaborating with mortgage specialists, leading client meetings, and advising on investment options. Ideal candidates hold a college diploma or degree in finance and possess a valid Mutual Fund Representative license. The position offers flexibility with a hybrid work environment and comprehensive benefits, fostering employee wellbeing and continuous development.

Qualifications

• Proven experience in business development and client relationship management.
• Strong knowledge of investment products and financial planning principles.
• Valid Mutual Fund Representative (MFR) license.

Responsibilities

• Collaborate with mortgage specialists to identify investment opportunities.
• Lead joint client meetings to assess investment needs.
• Deliver comprehensive financial plans tailored to clients’ goals.

Skills

Business development

Client relationship management

Investment product knowledge

Financial planning

Education

College diploma or bachelor’s degree in finance

University certificate in business administration or economics

Job description

A leading financial institution is seeking an Investment Development Specialist to enhance investment growth. This role involves collaborating with mortgage specialists, leading client meetings, and advising on investment options. Ideal candidates hold a college diploma or degree in finance and possess a valid Mutual Fund Representative license. The position offers flexibility with a hybrid work environment and comprehensive benefits, fostering employee wellbeing and continuous development.