Financial Services Representative

6 months ago

Quebec City, Canada National Bank Full time
 

A career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients.

Your job:

 

  • Optimize interactions with clients on the technical, administrative and operational aspects of their investment transactions.
  • Use an advisory approach by detecting opportunities and referring clients to the right specialist.
  • Propose transaction and investment solutions when analyzing client files, if required.
  • Support Financial Planners in data analysis and solving complex files to satisfy clients.
  • Ensure compliance with the processes used and the implementation of new features.
  • Ensure adherence to compliance and risk management rules.

Your team:

You’ll be part of a team that stands out for its strong collaboration. You’re known for your empathy and open-mindedness. You’ll have the opportunity to develop your skills through training, hands-on learning and discussions with your partners. This position reports to the Financial Planner Manager.

This position requires you to be present in the workplace in order to fulfil client and operational needs. We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

Prerequisites:

 

  • High school diploma and 3 years of relevant experience or college diploma and 1 year of relevant experience
  • Mutual Fund Representative (MFR) license (or obtain certification within 3 months of hiring)
  • Experience in customer service and interest in business development
  • Basic investment knowledge
  • Experience in administrative support and in processing investment, financing and transaction products
  • Proficient with IT tools and comfortable navigating digital tools
  • Ability to rigorously manage several requests at the same time

 


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

  • Financial Services Representative

    5 months ago

    Quebec City, Canada National Bank Full time

      A career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities w

  • Customer Service Representative

    5 months ago

    Quebec City, Canada BMO Financial Group Full time

    1600 boulevard Lebourgneuf Quebec Quebec,G2K 2M4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    6 months ago

    Quebec City, Canada BMO Financial Group Full time

    205 Joseph-Casavant Ave Quebec Quebec,G1C 7X8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Customer Service Representative

    5 months ago

    Quebec City, Canada BMO Financial Group Full time

    8400 boul Henri-Bourassa, #100 Quebec Quebec,G1G 4E2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    5 months ago

    Quebec City, Canada BMO Financial Group Full time

    1181 Turnbull Avenue Quebec Quebec,G1R 0B5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Customer Service Representative

    2 weeks ago

    Quebec City, Canada BMO Financial Group Full time

    1181 Turnbull Avenue VILLE DE QUEBEC Quebec,G1R 0B5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Financial Services Representative

    6 months ago

    Quebec City, Canada National Bank of Canada Full time

    A career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients. **Your job**: - Optimize interactions with...

  • Financial Services Representative

    6 months ago

    Quebec City, Quebec, Québec, Canada National Bank Full time

    A career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients. Your job: Optimize interactions with clients...

  • Financial Services Representative

    5 months ago

    Quebec City, Canada National Bank Full time

      A career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients. Your job:   Optimize interactions...

  • Client Service Representative

    3 months ago

    Quebec City, Canada Northbridge Financial Corporation Full time

    When our clients have a question, we need an exceptional Client Service Representative to manage the relationship and provide excellent customer service ensuring that every interaction is a great experience, with efficient flawless service standards. The most important characteristics for our CSR’s are attention to detail and communication, working in a...

  • Financial Services Representative

    6 months ago

    Quebec City, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Services Representative, Boulevard

    4 weeks ago

    Quebec City, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Consultant, Acquisition

    2 months ago

    Quebec City, Canada MD Financial Management Full time

    Requisition ID: 207050 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal development and career aspirations. An employer who not only respects your requirement for life/work...

  • Financial Consultant Ecs

    5 months ago

    Quebec City, Canada MD Financial Management Full time

    Requisition ID: 182700 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. For more than 50 years, MD Financial Management has provided Canada’s physicians and their families with discerning and timely financial guidance. We take pride in knowing physicians best, understanding the challenges and...

  • Customer Service Representative

    6 months ago

    King City, Canada BMO Financial Group Full time

    1700 King Road, Unit 16 King City Ontario,L7B 0N1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Associate Portfolio Manager, Md Financial

    3 months ago

    Quebec City, Canada MD Financial Management Full time

    Requisition ID: 195546 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...

  • Customer Service Representative

    5 months ago

    Quebec City, Canada BMO Financial Group Full time

    1181 Turnbull Avenue Quebec Quebec,G1R 0B5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Customer Service Representative

    6 months ago

    Quebec City, Canada BMO Financial Group Full time

    2828 boul Laurier Quebec Quebec,G1V 0B9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall...

  • Customer Service Representative

    5 months ago

    Quebec City, Canada BMO Financial Group Full time

    1600 boulevard Lebourgneuf Quebec Quebec,G2K 2M4 As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. Our student experience is designed to integrate you to the...

  • Customer Service Representative

    6 months ago

    Quebec City, Canada BMO Financial Group Full time

    1375 chemin Ste-Foy Quebec Quebec,G1S 2N2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...