Investment Services Specialist
2 days ago
A career as an Investment Services Specialist in Investments at National Bank offers the opportunity to make a positive impact on clients' lives. This role involves supporting Financial Planners in their administrative investment activities, while participating in business development activities with clients.
Your Responsibilities:- Optimize interactions with clients regarding technical, administrative, and operational aspects of their investment transactions.
- 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 implemented processes and new feature implementation.
- Adhere to compliance and risk management rules.
You'll be part of a team known for its strong collaboration, empathy, and open-mindedness. You'll have opportunities to develop your skills through training, hands-on learning, and discussions with partners. This position reports to the Financial Planner Manager.
This role requires presence in the workplace to meet client and operational needs. We strive to contribute to your quality of life by offering flexible work arrangements and leave options to achieve work/life balance.
Prerequisites:- 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
- Proficiency with IT tools and comfort navigating digital tools
- Ability to manage multiple requests simultaneously
In addition to competitive compensation, you'll be eligible for various benefits that promote your wellbeing and that of your family. These include a health and wellness program, flexible group insurance, generous pension plan, employee share ownership plan, employee and family assistance program, preferential banking services, community initiative opportunities, telemedicine service, and virtual sleep clinic.
About Us:National Bank is a dynamic organization with a human-scale approach 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 accessible to all employees. We welcome candidates from diverse backgrounds and strive to create an inclusive environment.
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