Investment Development Specialist

Area(s) of Interest

Advisory services, Mortgage products

As an Investment Development Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success.

Responsibilities

• Increase savings in your sector by offering integrated financial solutions aligned with the profiles of existing and new clients.
• Carry out prospecting to develop your client base.
• Draw up retirement plans and personalized strategies for your clients.
• Work closely with financial advisors in branches as a specialist on investment and retirement.
• Lead various client conferences on investment.
• Monitor market developments and stay informed on new trends.

Team and Territory

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid work model (remote and in the office), work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

The Investment and Retirement Specialist is responsible for the Brampton territory.

Training and Development

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as ongoing professional growth and market knowledge to support your learning. You’ll have access to colleagues with a wide range of expertise, experiences and backgrounds to enrich your development.

Prerequisites

• College diploma, university certificate, bachelor’s or master’s degree in a related field
• Excellent knowledge of investment products

Languages & Skills

• Business Development
• Communication
• Emotional Intelligence
• Problem Solving
• Teamwork
• Accountability
• Client-focused
• Learning Agility
• Standards Compliance
• Listening

Benefits

• Competitive compensation and flexible benefits to promote wellbeing
• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Virtual sleep clinic

We are 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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier‑free workplace that is accessible to all employees.

We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!