Talent.com
National Bank
Investment Development Specialist (Hybrid)National Bank • Mississauga
Investment Development Specialist (Hybrid)

Investment Development Specialist (Hybrid)

National Bank • Mississauga
30+ days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description
Attendance Hybrid Job number 29850 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 14-Jul-2026 Area(s) of interest: Advisory services, Mortgage products Location(s): Brampton, Mississauga

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
Languages: English

Skills

Press space or enter keys to toggle section visibility

Business Expansion Communication Emotional Intelligence Problem Solving Teamwork Accountability Client-focused Learning Agility Standards Compliance Listening 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 such as:
* 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 * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment 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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
Create a job alert for this search

Investment Development Specialist (Hybrid) • Mississauga

Similar jobs

Business Development Specialist (AB)

SATA Canada Inc.Mississauga, Peel Region, CA
Full-time

Position: Business Development Specialist (AB).National Sales Manager, Canada.Customers, key accounts, warehouse, management & staff.Home Based – preferably Edmonton (90% travel within territory).S... Show more

 • Promoted

Business Development Representative

Web3 RecruitMississauga, Peel Region, CA
Full-time

Get AI-powered advice on this job and more exclusive features.This range is provided by Web3 Recruit.Your actual pay will be based on your skills and experience — talk with your recruiter to learn ... Show more

 • Promoted

Investment & Retirement Growth Specialist (Hybrid)

Banque Nationale du CanadaBrampton
Full-time

A financial institution in Brampton is seeking an Investment Development Specialist to guide clients in creating tailored investment strategies.This role requires a college diploma or higher and ex... Show more

 • Promoted

Investment Advisor Support Role at Canaccord Genuity

Canaccord Genuity Group Inc.Oakville, ON, CA
Full-time

Explore a dynamic career as an Investment Advisor Support professional at Canaccord Genuity, emphasizing client relationship building and transaction assistance in a thriving wealth management land... Show more

 • Promoted

High-Performance Private Client Advisor for Wealth Acquisition

Capital Markets Advisors LLCMississauga, Peel Region, CA
Full-time

Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients.This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing se... Show more

 • Promoted

Director, Investment Structure Management

Vaco by HighspringKing City, ON, CA
CA$150,000.00 yearly
Permanent

Our client is an investment company.They are looking for a Director, Investment Structure Management to join their team!.Accelerated exposure and responsibility with career development opportunitie... Show more

 • Promoted

Fisher Investments Private Client Adviser Role

Fisher InvestmentsMississauga, Peel Region, CA
Full-time

Join Fisher Investments Canada as a Private Client Adviser, a remote sales-focused role dedicated to high-net-worth clients.Utilize your skills to make a significant difference in their financial j... Show more

 • Promoted

Developing Investment Advisor - Oakville, Burlington & Hamilton - C$50,000 - C$100,000 A Year

TdOakville, Canada
Full-time

Seeking an Investment Advisor to build a client base, develop wealth management strategies, and make investment recommendations for high-net-worth clients. Show more

 • Promoted

Investment Advisor

MercorMississauga, Peel Region, CA
Part-time

This range is provided by Mercor.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Financial Advisors to collaborate with a top AI research lab.In... Show more

 • Promoted

Willson International Business Development Role

Willson International LimitedMississauga, Peel Region, CA
Full-time

Become a key player in business development at Willson International, working remotely as a Business Development Representative.Drive growth through your research and sales expertise.This entry-lev... Show more

 • Promoted

Business Development Specialist

ElatePayMississauga, Peel Region, CA
Full-time

Description: Business Development Specialist.We are an innovative fintech company revolutionizing the digital payments industry.Our mission is to deliver seamless, secure, and efficient financial s... Show more

 • Promoted

Senior Business Development & Account Leadership (Hybrid)

ML6 Search + Talent AdvisoryBurlington, Halton Region, CA
Full-time

A dynamic recruitment firm in Canada is looking for a Senior Associate in Business Development & Account Management.The role involves developing new business, managing client relationships, and sou... Show more

 • Promoted

Senior Business Analyst (Fixed Income)

Cloudious LLCMississauga, ON, Canada
Full-time

Role:<br/><br/>Senior Business Analyst (Fixed Income)<br/><br/>Location:<br/><br/>Mississauga, ON - Hybrid Role (3-4 days a week)<br/><br/>Job Type:&... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsMississauga, Peel Region, CA
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

Private Equity Specialist

hackajobMississauga, Peel region, Canada
Full-time

Talent Engagement Specialist @ hackajob | Bringing great people together with great companies.IB / PE Professionals — Flexible, Paid Work on Cutting-Edge AI (Spare-Time).We're bringing on experienc... Show more

 • Promoted

Innovative Business Development Expert for New Opportunities

Atos SEMississauga, Peel region, Canada
Full-time

We're in search of a competitive Business Development expert to spearhead new opportunity generation.If you thrive on qualification and engaging senior executives, this could be your chance.In this... Show more

 • Promoted

Investment Associate, Private Wealth

BMOOakville, ON, CA
Full-time

BMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with roots dating back to 1912.Known for trusted advice, strong client relationships, and disciplin... Show more

 • Promoted

Business Development Representative

LuxGiveMississauga, Peel Region, CA
Full-time

Imagine unforgettable travel experiences that fuel meaningful change.At LuxGive, we've woven this vision into reality, becoming the undisputed leader in luxury consignment experiences.To be the lea... Show more

 • Promoted

Independent Partner: Build Your Personal Development Biz

One Eighty SuccessMississauga, Peel Region, CA
Part-time

A global personal development company is seeking independent partners to start their own online businesses.This role offers flexibility to work full or part time, with all training and mentorship p... Show more

 • Promoted

Housekeeper Wanted - Italian Speaking Experienced Housekeeper Needed In Woodbridge, Ontario Earn

Housekeeper.comVaughan, Ontario, Canada
CA$19.00 hourly
Part-time

Hello, I'm Mena, and I am seeking a reliable and diligent part-time housekeeper to maintain and enhance the cleanliness of a senior's home in Woodbridge, Ontario from Monday to Friday 10am ... Show more