Financial Services Representative
4 days ago
At National Bank, we're committed to creating a positive impact for our clients. As a Financial Services Representative in Investments, you'll play a vital role in supporting Financial Planners in their administrative investment activities, while contributing to business development with clients.
Key Responsibilities:- Optimize client interactions on technical, administrative, and operational aspects of investment transactions.
- Use an advisory approach to detect opportunities and refer clients to the right specialist.
- 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 processes and the implementation of new features.
- Adhere to compliance and risk management rules.
You'll be part of a collaborative team known for its strong relationships and open-mindedness. You'll have opportunities to develop your skills through training, hands-on learning, and discussions with your partners. This position reports to the Financial Planner Manager.
Requirements:- High school diploma and 3 years of relevant experience or college diploma and 1 year of relevant experience.
- Mutual Fund Representative (MFR) license (or obtain certification within 3 months of hiring).
- Experience in customer service and interest in business development.
- Basic investment knowledge.
- Experience in administrative support and processing investment, financing, and transaction products.
- Proficient with IT tools and comfortable navigating digital tools.
- Ability to manage multiple requests simultaneously.
- Competitive compensation.
- Flexible benefits to promote wellbeing and that of your family.
- Health and wellness program.
- 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.
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 people's 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 who can bring their skills and experience to our team.
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