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Program development • brampton on
Investment Development Specialist (Hybrid)
National BankBrampton, MississaugaCommercial Account Executive – Business Development Focus
Job BornWoodbridge, ONStrategic Development Program Trainee
EMCO CorporationBrampton, Ontario, CanadaSU - Business Development Representative
SomewhereLATAM, Latam, LatamBusiness Development & Sales Representative
Modern Air Filters CorporationBrampton, Ontario, CanadaTechnical Program Manager
businessIn-personProgram Support Facilitator
ErinoakKids Center for Treatment and DevelopmentMississauga or Brampton, ON, CAAesthetics Program Coordinator/Instructor-FullTime-Brampton
CIMT CollegeBrampton, Ontario, Canada, L6Y0P6Sales Development Manager, Small Store
Coca-Cola Canada Bottling LimitedGeorgetown, ON, CADirector of Research & Development
Skjodt-Barrett FoodsBrampton, ON, CABasketball Development Officer
Community Sports PartnersBrampton, ON, CA- Promoted
Production Supervisor
OlymelBrampton, ON, CANurse Practitioner - Renal Program
William Osler Health SystemBrampton, Ontario, CanadaCustomer Business Development Manager - Loblaw
Maple Leaf FoodsMississauga - Financial Dr., ON, CanadaSpecialist, Engineering Program Management - New Programs Development
BombarbierMississauga, ON, CA, L5S 1W1Analyst, Program Management
BombarbierMississauga, ON, CA, L5S 1W1Development Analyst
SurvalentBrampton, ON, CA- Ajax, ON (from $ 82,385 to $ 390,000 year)
- Barrie, ON (from $ 97,882 to $ 337,786 year)
- Coquitlam, BC (from $ 102,149 to $ 206,485 year)
- Dartmouth, NS (from $ 82,594 to $ 195,474 year)
- Vaughan, ON (from $ 81,250 to $ 192,219 year)
- Markham, ON (from $ 50,152 to $ 179,242 year)
- Winnipeg, MB (from $ 52,500 to $ 177,934 year)
- Mississauga, ON (from $ 85,434 to $ 176,483 year)
- Halifax, NS (from $ 50,433 to $ 176,336 year)
- Saskatoon, SK (from $ 54,929 to $ 176,141 year)
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Investment Development Specialist (Hybrid)
National BankBrampton, Mississauga- Full-time
- Part-time
- Permanent
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
Skills
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