Financial Services Representative in Investments
3 weeks ago
At National Bank, we're committed to creating a positive impact on people's lives. As a Financial Services Representative in Investments, you'll play a vital role in supporting our clients and contributing to our mission.
Your Responsibilities:- Optimize interactions with clients on the technical, administrative, and operational aspects of their 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 used and the implementation of new features.
- Ensure adherence to compliance and risk management rules.
You'll be part of a collaborative team that values empathy and open-mindedness. You'll have the opportunity to develop your skills through training, hands-on learning, and discussions with your partners.
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 in processing investment, financing, and transaction products.
- Proficient with IT tools and comfortable navigating digital tools.
- Ability to rigorously manage several requests at the same time.
In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, and generous pension plans.
About Us: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.
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