Investment Development Specialist

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.
• Ability to collaborate across departments and build lasting partnerships.

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.
• 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

Business development

Client relationship management

Investment product knowledge

Financial planning

Cross-department collaboration

Education

College diploma or bachelor’s degree in finance

University certificate in business administration or economics

Job description

Overview

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

Prerequisites (continued)

• 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

Additional required languages: English

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.

• 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

These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We\'re putting people first

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 peoples\' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Additional required languages: English