Current jobs related to Brokerage investment agent - Montreal Quebec GF, CA - National Bank

  • 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: Provide high quality, courteous service to ensure the...

  • Senior 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...

  • Advisor Strategy and Investment Solutions

    4 weeks ago

    Montreal, Quebec, G4F, CA National Bank Full time

    If you are interested in the field of investments and securities, join the National Bank Financial Wealth Management (NBFWM) team as an Advisor, Strategy & Investment Solutions. In this role, you’ll dive into the world of wealth management while playing a key role in the success of wealth advisors. You’ll have the chance to work not only in Quebec but...

  • Enterprise Architect

    3 weeks ago

    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Enterprise Architect in the IT Delivery Architecture - Wealth Management team at National Bank means acting as a Senior Entreprise Architectf the wealth management. It is through your business architecture skills, investment experience and technology knowledge that you have a positive impact on the client/employee/partner experience,...

  • Wealth Associate

    5 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...

  • Associate

    1 month ago

    Montreal, Quebec, G4F, CA National Bank Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Ensure effective...

  • Section Manager

    3 months ago

    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Section Director - Investment Operations means working with a dynamic, evolving team, where work is stimulating and diverse, and where management practices promote a good life balance. It means implementing the necessary actions for the delivery of the service offer while aiming for a distinctive customer experience and increasing the...

  • Manager, Product Owner

    6 days ago

    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Director, Product Owner on the Operations Investment (OI) team at National Bank means being an inspiring leader who drives Low Code No Code (LCNC) initiatives. In this role, you'll play a key part in coordinating teams, managing project priorities, and ensuring communication with high-level stakeholders.This unique position combines the...

  • Investment Counsel Support Associate

    3 weeks ago

    Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full time

    About the RoleWe are seeking a highly skilled and motivated Bilingual Associate Investment Counsel Support to join our team in Montreal. As a key member of our Investment Counsel Support team, you will play a critical role in delivering exceptional client service and supporting our Investment Counsellors in providing administration and sales support to our...

  • Investment Counsel Support Associate

    3 weeks ago

    Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full time

    About the RoleWe are seeking a highly skilled and motivated Bilingual Associate Investment Counsel Support to join our team in Montreal. As a key member of our Investment Counsel Support team, you will play a critical role in delivering exceptional client service and supporting our Investment Counsellors in providing administration and sales support to our...

  • Investment Counsel Support Associate

    4 weeks ago

    Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full time

    About the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to MPW's high net-worth clients. This role is based in Montreal and includes a broad range of accountabilities centered on ensuring that the client experience delivered by Manulife Private...

  • Investment Counsel Support Associate

    4 weeks ago

    Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full time

    About the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to MPW's high net-worth clients. This role is based in Montreal and includes a broad range of accountabilities centered on ensuring that the client experience delivered by Manulife Private...

  • Investment Counsel Support Associate

    2 weeks ago

    Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full time

    About the RoleThe Investment Counsel Support Associate will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients at Manulife Private Wealth. This role is based in Montreal and requires excellent communication and organizational skills, attention to detail, and the discipline to take full...

  • Strategic Investment Advisor

    2 weeks ago

    Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Advisor Strategy and Investment SolutionsAs a key member of the National Bank Financial Wealth Management team, you will be responsible for providing expert advice and guidance to Wealth Advisors. Your role will involve:Acting as a key point of contact for Wealth Advisors, providing expert advice and guidance.Gaining insight into the day-to-day...

  • Section Director

    3 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Section Director - Investment Operations to join our dynamic team. As a key member of our Investment Operations sector, you will be responsible for leading a team of +/- 15 auxiliary employees and ensuring the smooth running of operations.Key ResponsibilitiesMobilize and manage human resources to...

  • Section Director

    3 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Section Director - Investment Operations to join our dynamic team. As a key member of our Investment Operations sector, you will be responsible for leading a team of +/- 15 auxiliary employees and ensuring the smooth running of operations.Key ResponsibilitiesMobilize and manage human resources to...

  • Operations Specialist

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and motivated Operations Agent to join our team at National Bank. As an Operations Agent, you will play a critical role in providing exceptional customer service and supporting our team members in their daily tasks.Key ResponsibilitiesProvide high-quality, courteous service to clients and internal...

  • Operations Specialist

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and motivated Operations Agent to join our team at National Bank. As an Operations Agent, you will play a critical role in providing exceptional customer service and supporting our team members in their daily tasks.Key ResponsibilitiesProvide high-quality, courteous service to clients and internal...

  • Operations Specialist

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Operations Agent RoleAs an Operations Agent at National Bank, you will play a vital role in delivering exceptional client service and supporting your team in achieving their goals.Your Key Responsibilities:Provide high-quality service to clients, internal stakeholders, and external partnersSupport team members by carrying out administrative tasks, such as...

  • Section Director

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Section Director - Investment Operations to join our dynamic team at National Bank. As a key member of our Investment Operations department, you will be responsible for leading a team of +/- 15 auxiliary employees and ensuring the smooth running of operations.Key ResponsibilitiesMobilize and...

  • Section Director

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Section Director - Investment Operations to join our dynamic team at National Bank. As a key member of our Investment Operations department, you will be responsible for leading a team of +/- 15 auxiliary employees and ensuring the smooth running of operations.Key ResponsibilitiesMobilize and...

  • Operations Coordinator

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Operations AgentAt National Bank, we are seeking a highly skilled and motivated Operations Agent to join our team. As an Operations Agent, you will play a critical role in providing exceptional customer service and supporting our clients and colleagues.Your Key Responsibilities:Provide high-quality, courteous service to clients and internal...

  • Operations Coordinator

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Operations AgentAt National Bank, we are seeking a highly skilled and motivated Operations Agent to join our team. As an Operations Agent, you will play a critical role in providing exceptional customer service and supporting our clients and internal stakeholders.Your Key Responsibilities:Provide high-quality, courteous service to clients and...

  • Operations Coordinator

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Operations AgentAt National Bank, we are seeking a highly skilled and motivated Operations Agent to join our team. As an Operations Agent, you will play a critical role in providing exceptional customer service and supporting our clients and colleagues.Your Key Responsibilities:Provide high-quality, courteous service to clients and internal...

  • Operations Coordinator

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Operations AgentAt National Bank, we are seeking a highly skilled and motivated Operations Agent to join our team. As an Operations Agent, you will play a critical role in providing exceptional customer service and supporting our clients and internal stakeholders.Your Key Responsibilities:Provide high-quality, courteous service to clients and...

  • Operation agent

    2 months ago

    Montreal, Canada 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: Provide high quality, courteous service to ensure the...

  • Section Director

    2 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Section Director - Investment OperationsAbout the Role:As a Section Director - Investment Operations, you will be responsible for leading a team of +/- 15 auxiliary employees responsible for account opening and documentation management. You will play a leadership role by ensuring the smooth running of operations, ensuring timely and efficient...

  • Section Director

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Section Director - Investment Operations to join our team at National Bank. As a key member of our Investment Operations department, you will be responsible for leading a team of +/- 15 auxiliary employees and ensuring the smooth running of operations.Key ResponsibilitiesMobilize and manage human...

Brokerage investment agent

3 months ago

Montreal Quebec GF, 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 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 form home after your training and integration.
National Bank Direct Brokerage offers customers and investors seeking autonomy and control an economical and efficient way to transact investment products on multiple networks. We help them by providing them with information and tools relevant to their decision-making and the achievement of their financial objectives.
Your team:
The position reports to the direct brokerage director and you collaborate daily with a team made up of around a 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
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