Investment Development Specialist

National Bank of Canada; Mississauga; Hybrid; CAD 70,000 - 100,000; 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

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking an Investment Development Specialist within Wealth Management to drive investment growth through strategic business development and personalized financial planning. You will collaborate with mortgage colleagues, lead client meetings, and build a referral network while delivering tailored investment plans and wealth strategies in a flexible, hybrid work environment.

This role emphasizes proactive outreach, rigorous risk assessment, and ongoing client engagement

Qualifications

• College diploma or degree in finance, business, economics, or related field.
• Proven experience in business development and client relationships.
• Strong knowledge of investment products and financial planning.
• Ability to collaborate across departments and build partnerships.

Responsibilities

• 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, LIRAs, annuities).
• Leverage data and insights to personalize outreach and enhance client engagement.

Skills

Accountability

Business expansion

Client-focused

Communication

Listening

Problem solving

Teamwork

Education

Finance degree (College/University)

Mutual Fund Representative license (MFR)

Strong knowledge of financial planning

Job 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, LIRAs, annuities)
• Leverage data and insights to personalize outreach and enhance client engagement.
  

Your Team

Within 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 new 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.

Prerequisites

• College diploma, university certificate, bachelor’s or master’s degree in finance, business administration, economics, or a related field
• Proven experience in business development and client relationship management
• Strong knowledge of investment products and financial planning principles
• Ability to collaborate across departments and build lasting partnerships
  

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, LIRAs, annuities)
• Leverage data and insights to personalize outreach and enhance client engagement.
  

Your Team

Within 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 new 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.

Prerequisites

• College diploma, university certificate, bachelor’s or master’s degree in finance, business administration, economics, or a related field
• Valid Mutual Fund Representative (MFR) license
• Proven experience in business development and client relationship management
• Strong knowledge of investment products and financial planning principles
• Ability to collaborate across departments and build lasting partnerships
  

Languages: English

Required skills: Accountability, Business Expansion, Client-focused, Communication, Emotional Intelligence, Learning Agility, Listening, Problem Solving, Standards Compliance, Teamwork

Your benefits

In 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 such as:

• 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
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!