Client Financial Services Representative

2 weeks ago


Saguenay, Canada Banque Nationale du Canada Full time
h3>Financial Service Representative in Investment

Hybrid

Job number: 23889

Category: Support

Status: Permanent

Schedule: Full-Time

Date: 11-Dec-2024

Location: Chicoutimi, Quebec

Area of Interest: Advisory services, Personal banking

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.

  • Optimize interactions with clients on the technical, administrative and operational aspects of their investment transactions.
  • 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.


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