Location
mississauga
Job Type
Full-time
Posted
July 16, 2026
Job Description
Shape investment strategies and client relationships at National Bank as an Investment Development Specialist. Leverage your expertise in business development and financial planning to drive investment growth.
Join the Wealth team at National Bank, where you will focus on identifying investment opportunities and crafting tailored financial solutions. This hybrid role emphasizes collaboration, allowing you to lead joint client meetings and develop a robust referral network. Your impact will be evident as you educate clients on diverse investment products while delivering personalized financial plans.
Key Responsibilities:
• Collaborate with mortgage specialists for investment opportunities
• Lead client meetings to assess needs and formulate recommendations
• Develop a strong external referral network for business growth
• Deliver tailored financial plans aligned with client goals
• Advise on retirement and tax strategies for wealt...
Join the Wealth team at National Bank, where you will focus on identifying investment opportunities and crafting tailored financial solutions. This hybrid role emphasizes collaboration, allowing you to lead joint client meetings and develop a robust referral network. Your impact will be evident as you educate clients on diverse investment products while delivering personalized financial plans.
Key Responsibilities:
• Collaborate with mortgage specialists for investment opportunities
• Lead client meetings to assess needs and formulate recommendations
• Develop a strong external referral network for business growth
• Deliver tailored financial plans aligned with client goals
• Advise on retirement and tax strategies for wealt...
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