Vacancy 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, LIRA...
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