Investment Services Representative
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
Support investment clients at National Bank through technical transactions, administrative coordination, and business development activities. This workplace-based position combines client service with investment operations.
As a Financial Services Representative in Investments, you will support Financial Planners with administrative investment activities and client interactions. You will analyze files, identify opportunities, and refer clients to appropriate specialists. The position reports to the Financial Planner Manager and includes collaboration with partners.
Key Responsibilities:
- Optimize technical, administrative, and operational client interactions
- Detect opportunities and refer clients to specialists
- Propose transaction and investment solutions when required
- Support data analysis and complex file resolution
- Maintain process, compliance, and risk management adherence
Requirements:
- High school diploma plus three years relevant experience
- College diploma plus one year relevant experience
- Mutual Fund Representative license or certification within three months
- Customer service experience and business development interest
- Basic investment knowledge and administrative support experience
Bring client engagement, investment knowledge, information analysis, and organization skills to National Bank's investment services team.
-
Sherbrooke, QC, Sherbrooke Municipalité Régionale, QC; Estrie; Québec Province, Canada Bnc Full-timeUse investment knowledge and client service skills as a Financial Services Representative with National Bank in Sherbrooke. This workplace-based position supports client and operational needs. As a Financial Services Representative in Investments, you will support Financial Planners with administrative investment activities and business development. You...
-
Sherbrooke, QC, Sherbrooke Municipalité Régionale, QC; Estrie; Québec Province, Canada Banque Nationale du Canada Full-timeUse investment knowledge and client service skills as a Financial Services Representative with National Bank in Sherbrooke. This workplace-based position supports client and operational needs. As a Financial Services Representative in Investments, you will support Financial Planners with administrative investment activities and business development. You...
-
Investment Services Representative
6 days ago
Sherbrooke, Estrie, Canada National Bank of Canada Full-timeSupport investment clients at National Bank through technical transactions, administrative coordination, and business development activities. This workplace-based position combines client service with investment operations.As a Financial Services Representative in Investments, you will support Financial Planners with administrative investment activities and...
-
Sherbrooke, Estrie, Canada Banque Nationale du Canada Full-timeUse investment knowledge and client service skills as a Financial Services Representative with National Bank in Sherbrooke. This workplace-based position supports client and operational needs.As a Financial Services Representative in Investments, you will support Financial Planners with administrative investment activities and business development. You will...
-
Investment Financial Services Representative
1 week ago
Montréal, QC, Montreal Regional Municipality, QC; Montréal region; Québec Province, Canada Desjardins Full-timeBecome a Financial Solutions Advisor with Desjardins, focusing on investment and financing needs in the greater Montreal area. Deliver exceptional service and strategic financial advice. As a Financial Solutions Advisor, you will play a crucial role in optimizing the financial health of your clients by addressing their unique investment and financing...
-
Financial Service Representative
4 days ago
Sherbrooke, QC, Sherbrooke Municipalité Régionale, QC; Estrie; Québec Province, Canada National Bank of Canada Full-timeA 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
-
Financial Service Representative
5 days ago
Sherbrooke, QC, Sherbrooke Municipalité Régionale, QC; Estrie; Québec Province, Canada Bnc Full-timeArea(s) of interest: Advisory services, Personal banking Location(s): Sherbrooke 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
-
Financial Service Representative
5 days ago
Sherbrooke, QC, Sherbrooke Municipalité Régionale, QC; Estrie; Québec Province, Canada Banque Nationale du Canada Full-timeArea(s) of interest: Advisory services, Personal banking Location(s): Sherbrooke 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
-
Investment Financial Services Representative
2 weeks ago
Rimouski, QC, Rimouski-Neigette Municipalité Régionale, QC; Bas-Saint-Laurent; Québec Province, Canada BMO Full-timeShape investment solutions at BMO as a Financial Planner in Montréal, using needs assessments and financial planning expertise. Support customers across banking and investment decisions. This Financial Planner serves customers through financial and investment planning advice. You will recommend managed products, including mutual funds and retirement...
-
Route Service Representative
4 days ago
Boucherville, QC, Longueuil Municipalité Régionale, QC; Montérégie; Québec Province, Canada Cintas Corporation Full-timeSelect how often (in days) to receive an alert: Title: Route Service Representative Location: Boucherville, QC, CA, J4B 5H3 Requisition Number: 240231 Job Description Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners