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Director Alternatives Specialist

3 weeks ago

Montreal, Quebec, Canada National Bank of Canada Full time

As a director, Alternatives Specialist, you will play a pivotal role in representing our alternative investment strategies to financial advisors and key stakeholders. You'll act as a strategic partner, translating complex investment concepts into actionable insights, and helping clients integrate private market solutions into diversified portfolios.

Your deep product knowledge, communication skills, and client-centric mindset will be essential in driving engagement, education, and growth across our advisor network.

The incumbent in this function will be required to travel .

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.Respond to complex advisor inquiries 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 ensure competitive advantage.

  • Act as an ambassador of National Bank Investments - Contribute to thought leadership initiatives and represent 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
 — an area that's reshaping the future of portfolio management.

We're looking for a passionate, dynamic
Alternative Investments Director
 to join our team and help drive the 
adoption and growth
 of our alternative solutions across all our channels.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, Harvard Learning Center, and coaching and mentoring support are available at all times.

Prerequisites:

  • 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.

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. 

* 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 

These are a few of the benefits available to you. 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 actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

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 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 want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team? 

Come live your ambitions with us

Additional required languages: English, French