Specialist in Investment Development Wealth Management

Position: Specialist in Investment Development for Wealth Management
Join National Bank as an Investment Development Specialist and drive impactful change in wealth management. This role emphasizes business development and client relationships within a flexible, hybrid work setup.

You will be responsible for collaborating with mortgage specialists to spot investment opportunities and deliver tailored financial plans. By leading joint client meetings, you can assess needs and provide strategic recommendations. Your impactful contributions will be supported by a wide network of referrals and the latest insights to enhance client engagement effectively.

Key Responsibilities:

• Collaborate to identify investment opportunities

• Lead assessments of client investment needs

• Develop a strong external referral network

• Create personalized financial plans for clients

• Educate clients on investment products and strategies

Requirements:

• Degree in business, finance, or economics

• Current Mutual Fund Representative license

• Experience in business development

• Deep understanding of investment products

• Collaborative approach to partnership building

Leverage your expertise to enhance client financial well-being with National Bank.
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