Brokerage investment agent

1 month ago

Montreal Quebec GF, CA Banque Nationale du Canada Full time

Area of Interest: Advisory services, Call centres

A career as a direct brokerage investment agent in a call center means helping clients use our specialized stock trading tools online or by telephone. Thanks to your warm approach and your interest in the stock markets, you provide a human experience to our clients by supporting them in their transactions.

Your remuneration: The annual salary for this position starts at 57,052$.

Your job:

  • Answer customer calls and answer their questions on the stock market.
  • Offer customized electronic solutions to their requests.
  • Accompany the client on our trading platform and explain our specialized stock market trading tools.
  • Transmit instructions for deposits, withdrawals, transfers and currency conversions and ensure rigorous follow-up.
  • Listen to people's needs and solve sometimes complex situations.
  • Establish contacts with customers to create lasting business relationships.
  • Refer the client to one of your colleagues for specialized needs.
  • Ensure compliance and risk management rules.

The center is open Monday to Friday from 8:00 a.m. to 6:00 p.m. Several working hours are possible. Possibility of working from home after your training and integration.

Your team: The position reports to the direct brokerage director and you collaborate daily with a team made up of around 60 investment specialists.

Your training and development: Your start consists of 6 weeks of on-the-job training. This allows you to better understand the evolving challenges of the brokerage industry, experience the environment of a call center and get to know your colleagues. Career opportunities are numerous and we value the development of our talents.

Required skills:

  • Hold a college diploma (DEC) or equivalent.
  • Obtain the Canadian Security Course (CSC) - You can obtain it within 6 months of your hiring with a full refund following your successful completion.
  • Obtain the Conduct and Practices Handbook Course (CPH) - You can obtain it within 6 months of your hiring with a full refund following your successful completion.
  • Experience in customer service.
  • Experience in business development.
  • Good ability to communicate and write in French and English.

Languages: Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

Accountability, Brokerage, Client-focused, Communication, Detail-oriented, Diversity & Inclusion, Emotional Intelligence, Empathy, Humility, Initiative, Investments, Learning Agility, Proposal Generation, Stress Management, Teamwork.

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 want to offer an accessible, barrier-free workplace 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

Why work at National Bank? For an environment that supports your career path:

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment:

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates What can you bring to our team?

Sign up to get information on what’s new for your career and our events.

Complete your profile for a personalized experience and search made easy with job alerts relevant to you.

#J-18808-Ljbffr

  • Brokerage investment agent

    1 month ago

    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a direct brokerage investment agent in a call center means helping clients use our specialized stock trading tools online or by telephone. Thanks to your warm approach and your interest in the stock markets, you provide a human experience to our clients by supporting them in their transactions. Your remuneration The annual salary for this...

  • Brokerage Investment Agent

    1 week ago

    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a direct brokerage investment agent in a call center means helping clients use our specialized stock trading tools online or by telephone. Thanks to your warm approach and your interest in the stock markets, you provide a human experience to our clients by supporting them in their transactions. Your remuneration The annual salary for this...

  • Operation agent

    2 months ago

    Montreal, Quebec, G4F, CA National Bank Full time

    A career as an Operations Agent at National Bank, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures. Your job: Warmly welcome clients to the branch and direct them to the...

  • Senior Operation Agent

    1 week ago

    Montreal, Quebec, G4F, CA National Bank Full time

    A career as an Operations Agent at National Bank, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures. Your job: Warmly welcome clients to the branch and direct them to the...

  • Analyst, Real Estate Investments

    1 month ago

    Montreal, Quebec, G4F, CA Industrial Asset Management Council, Inc Full time

    We're seeking an Analyst, Real Estate Investments to join our Real Estate Investments team.ABOUT YOUR ROLEAs an Analyst, Real Estate Investments, you'll:Support investment managers in the analysis of potential real estate transactions across all asset classes including residential, office, retail, and industrial assets, and transactions in various...

  • Business Analyst

    4 weeks ago

    Montreal, Quebec, G4F, CA Societe Generale Full time

    Reference:24000FTDResponsibilitiesABOUT THE JOB:The aim of Global Banking Technology & Operations (GBTO) Canada is to deliver day-to-day services to Société Générale investment and corporate bank units and their clients to accelerate their transformation. GBTO differentiates itself from competitors with the pace of the agile transformation delivered,...

  • Customs Brokerage Rep II

    1 month ago

    Montreal, Quebec, G4F, CA United Parcel Service of America, Inc Full time

    Job Description:Remote positionPosition Summary:To process customs clearance (release) AND/OR confirm declarations for non-complex to complex shipments guided by the CCBS system and personal skills. Position requires the handling of delivery service AND/OR import permits requests if required AND/OR gathering and sending proper documentation to the...

  • Customs Brokerage Rep I

    1 month ago

    Montreal, Quebec, G4F, CA United Parcel Service of America, Inc Full time

    Primary Job Posting Location:Lachine, Quebec CanadaJob Description:Position Summary:To process customs clearance (release) AND/OR confirm declarations for non-complex shipments guided by the CCBS system and personal skills. The position requires the handling of delivery service AND/OR import permits requests if required AND/OR gathering and sending proper...

  • Customs Brokerage Rep I

    4 weeks ago

    Montreal, Quebec, G4F, CA United Parcel Service of America, Inc Full time

    Primary Job Posting Location:Lachine, Quebec CanadaJob Description:Position Summary:To process customs clearance (release) AND/OR confirm declarations for non-complex shipments guided by the CCBS system and personal skills. Position requires the handling of delivery service AND/OR import permits requests if required AND/OR gathering and sending proper...

  • Business Analyst Prime Brokerage

    2 months ago

    Greater Montreal Metropolitan Area, CA QUANTEAM - North America Full time

    WHO WE ARE Quanteam is an independent Financial Markets consulting company based in France, the UK, the USA, Canada, and Morocco. Our team of 800 employees supports Corporate and Investment Banks, Asset Management Companies, Insurance, and corporations for their projects in SI transformation, technology innovation, financial engineering, and regulatory...

  • Agent de Location/Leasing Agent

    4 weeks ago

    Montreal, Quebec, G4F, CA Centurion Asset Management Full time

    Qui nous sommes Centurion Asset Management Inc. est un chef de file reconnu dans le secteur des placements et l'industrie de la gestion immobilière. Fournissant des investissements et des logements de qualité à tous ses clients, notre équipe expérimentée de plus de 350 employés est un élément essentiel du succès de Centurion depuis 2003....

  • Senior Digital Marketing Associate

    1 month ago

    Montreal, Quebec, G4F, CA Freightos Full time

    Building the world’s sleekest digital customs brokerage is tough. We’re talking handling nitty-gritty customs bylaws at scale, whether it’s for a tiny one-person Amazon company selling retro knockoff Beyonce-lookalike Beanie Babies, or massive Fortune 50 companies moving fancy sounding mechanical widgets.And now it’s about getting more folks using...

  • Agent de location

    4 weeks ago

    Montreal, Quebec, G4F, CA Centurion Asset Management Full time

    Pay Competitive Employment type Full-Time Job Description Req#: 1407 Who We Are Centurion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced team comprised of more than 350 Employees is a core component of Centurion’s success...

  • Business Controls Specialist, JFL

    1 month ago

    Montreal, Quebec, G4F, CA JFL Full time

    Requisition ID: 203238 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Jarislowsky, Fraser Limited (JFL) is an investment management firm with over 60 years of experience conducting fundamental research and managing assets for pension funds, foundations and endowments, corporations and individuals in...

  • Business Controls Specialist, JFL

    1 month ago

    Montreal, Quebec, G4F, CA Scotiabank Full time

    Requisition ID: 203238 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Jarislowsky, Fraser Limited (JFL) is an investment management firm with over 60 years of experience conducting fundamental research and managing assets for pension funds, foundations and endowments, corporations and individuals in...

  • Senior Digital Marketing Associate

    1 month ago

    Montreal, Quebec, G4F, CA Freightos Group Full time

    Building the world’s sleekest digital customs brokerage is tough. We’re talking handling nitty-gritty customs bylaws at scale, whether it’s for a tiny one-person Amazon company selling retro knockoff Beyonce-lookalike Beanie Babies, or massive Fortune 50 companies moving fancy sounding mechanical widgets.And now it’s about getting more folks using...

  • Bilingual Client Technical Support: French/English Montréal, QB, Canada

    4 weeks ago

    Montreal, Quebec, G4F, CA Interactive Brokers Group, Inc. Full time

    Bilingual Client Technical Support: French/EnglishAs a member of the Client Technical Support L1, you will assist clients with inquiries pertaining to our range of trading offerings and act as a liaison between internal teams and customers to ensure a prompt and effective resolution to bugs and issues.The ideal candidate will be analytical with an affinity...

  • Private Client Account Manager

    3 months ago

    Montreal, Quebec, G4F, CA DGA Careers Full time

    Our client, a leading international property and casualty insurance consulting and brokerage firm, is currently looking for a Private Client Account Manager to join its Montreal office. Do you want your customers to have an out-of-the-ordinary, personalized and exclusive experience? This position is for you. Your role: You will develop and manage a portfolio...

  • Wealth Associate

    4 months ago

    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...

  • Customer Service Representative, Scotia iTRADE

    1 month ago

    Montreal, Quebec, G4F, CA Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 185940Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in...