Investment & Wealth Planning Specialist
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-01-04
Listing for:
National Bank of Canada
Full Time
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst
Job Description & How to Apply Below
A prominent financial institution in Toronto is seeking an experienced Investment Development Specialist to leverage skills in business development and financial planning. The role involves collaborating with specialists to identify investment opportunities, leading client meetings, and delivering customized financial plans. Candidates should possess a bachelor's degree in finance or business and a valid Mutual Fund Representative license.
This role offers numerous employee benefits, including a generous pension plan and wellness programs.
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