At a Glance
- Tasks: Represent alternative investment strategies and help clients integrate private market solutions.
- Company: Join National Bank of Canada, a leader in innovative investment solutions.
- Benefits: Enjoy health programs, flexible insurance, a generous pension plan, and community involvement opportunities.
- Other info: Dynamic role with travel opportunities and a focus on professional development.
- Why this job: Drive growth in alternative investments and make a real impact in portfolio management.
- Qualifications: Bachelor’s degree and 7+ years in investment sales with strong knowledge of alternative investments.
The predicted salary is between 90000 - 110000 $ per year.
As the Director Alternatives Specialist at National Bank of Canada, you will represent our alternative investment strategies to financial advisors and key stakeholders, translating complex investment concepts into actionable insights and helping clients integrate private market solutions into diversified portfolios.
Your Role
- Represent the firm’s alternative investment strategies in client meetings, webinars and industry events.
- Partner with wholesalers and regional sales teams to develop and execute sales strategies.
- Act as a trusted consultant to financial advisors, helping them integrate private market solutions into diversified portfolios and support due diligence processes.
- Collaborate with product, portfolio management and marketing teams to develop sales tools and market positioning materials.
- Monitor market trends, competitor offerings and regulatory developments to maintain competitive advantage.
- Act as an ambassador of National Bank Investments, contributing to thought leadership initiatives and representing the firm as a subject‑matter expert.
Your Team
At NBI we’re dedicated to delivering innovative investment solutions that help advisors and investors achieve long‑term success. As part of our continued growth, we’re expanding our expertise in alternative investments—a critical area reshaping portfolio management. We seek a passionate, dynamic Alternative Investments Director to drive adoption and growth of our alternative solutions across all channels.
Qualifications
- Bachelor’s degree in Finance, Business, Economics or a related field.
- 7+ years of experience in investment sales, wholesaling or product specialist roles.
- Strong knowledge of alternative investments (private credit, private equity, hedge funds, real assets, liquid alts).
- Exceptional presentation and relationship‑building skills.
- Proven ability to influence, educate and inspire advisors.
- Bilingual (English/French).
- Professional designations such as CFA, CAIA or CIM are strong pluses.
Benefits
- 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.
- Opportunities to get involved in community initiatives.
- Telemedicine service.
- Virtual sleep clinic.
Location: Dollard‑des‑Ormeaux, Quebec, Canada.
Additional Information: The incumbent will be required to travel.
Position Details
- Seniority level: Director
- Employment type: Full‑time
- Job function: Other
- Industry: Banking
Director Alternatives Specialist in Montréal employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
