City : Montreal

Category : Permanent Full-Time

Industry : Wealth management

Employer : National Bank

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.