Investment Services Coordinator

1 week ago


Saguenay, Quebec, Canada National Bank Full time

At National Bank, we're seeking a skilled Investment Services Coordinator to join our team. As an Investment Services Coordinator, you'll play a vital role in supporting Financial Planners in all their administrative investment activities.

About the Job

We're looking for someone with strong customer service skills and experience in business development. In this role, you'll optimize interactions with clients on the technical, administrative, and operational aspects of their investment transactions.

Your Responsibilities

  • Use an advisory approach by detecting opportunities and referring 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.

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.

Benefits

  • Competitive salary: $60,000 - $80,000 per year.
  • Health and wellness program, including many options.
  • Flexible group insurance.
  • Generous pension plan.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.

About Us

National Bank is 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 peoples' lives. We offer a barrier-free workplace that is accessible to all employees. We welcome candidates from diverse backgrounds and are committed to creating an inclusive work environment.



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