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Investment Services Expert

1 month ago

Toronto, Ontario, Canada National Bank Full time

Job Overview

We are seeking a highly skilled Investment Services Expert to join our team at National Bank in Toronto. As an Investment Services Expert, you will play a vital role in supporting Financial Planners in all their administrative investment activities.

About the Role

This is a full-time opportunity that requires you to be present in the workplace to fulfill client and operational needs. We offer flexible work schedule arrangements to help you achieve a balance between your work and personal life.

Key Responsibilities

  • Optimize interactions with clients on the 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.
  • Evaluate and implement new features while ensuring compliance with processes and rules.

Required Skills and Qualifications

To be successful in this role, you must possess the following skills and qualifications:

  • 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 and proficiency with IT tools.

Benefits

In addition to competitive compensation, we offer a wide range of benefits to promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, a generous pension plan, employee share ownership, and more.

Why Join Our Team?

We are 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 welcome candidates from diverse backgrounds and offer a barrier-free workplace that is accessible to all employees.