Financial Services Representative
2 weeks ago
Full Job Description
A career as Financial Services Representative in Investmentsat National Bank is an opportunity to create a positive impact for ourclients. In this role, you’ll support Financial Planners in all theiradministrative investment activities, while participating in businessdevelopment activities with clients.
Your job:
- Optimize interactions with clients on thetechnical, administrative and operational aspects of their investmenttransactions.
- Use an advisory approach by detectingopportunities and referring clients to the right specialist.
- Propose transaction and investment solutions when analyzing clientfiles, if required.
- Support Financial Planners in dataanalysis and solving complex files to satisfy clients.
- Ensure compliance with the processes used and the implementationof new features.
- Ensure adherence to compliance and riskmanagement rules.
Your team:
You’ll be part of a team that stands out for its strongcollaboration. 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 positionreports to the Financial Planner Manager.
This positionrequires you to be present in the workplace in order to fulfil clientand operational needs. We want to contribute to your quality of lifeby offering you as much flexibility as possible in your work. Forexample, we offer work schedule arrangements to help you achievework/life balance and flexible leave that you can take when it’simportant to you.
Prerequisites:
- High school diploma and 3 years of relevant experience or collegediploma and 1 year of relevant experience
- Mutual FundRepresentative (MFR) license (or obtain certification within 3 monthsof hiring)
- Experience in customer service and interest inbusiness development
- Basic investment knowledge
- Experience in administrative support and in processing investment,financing and transaction products
- Proficient with IT toolsand comfortable navigating digital tools
- Ability torigorously manage several requests at the same time
Your benefits
In addition tocompetitive compensation, upon hiring you’ll be eligible for a widerange of flexible benefits to help promote your wellbeing and that ofyour family.
- Health and wellness program, includingmany options
- Flexible group insurance
- Generouspension plan
- Employee Share Ownership Plan
- Employeeand 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 havean offer that keeps up with trends as well as your needs and those ofyour family.
Our dynamic work environments andcutting-edge collaboration tools foster a positive employeeexperience. We actively listen to employees’ ideas. Whether throughour surveys or programs, regular feedback and ongoing communication isencouraged.
We're putting people first
We're a bank on a human scale that standsout for its courage, entrepreneurial culture, and passion for people.Our mission is to have a positive impact on peoples' lives. Our corevalues of partnership, agility, and empowerment inspire us, andinclusivity is central to our commitments. We offer a barrier-freeworkplace that is accessible to all employees.
Wewant our recruitment process to be fully accessible. If you requireaccommodation, feel free to let us know during your firstconversations with us. We welcome all candidates What can you bringto our team?
Come live your ambitions with us
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