Financial Services Representative

4 weeks ago

Varennes, Quebec, Canada National Bank Full time
Job Title: Financial Services Representative

Join National Bank as a Financial Services Representative and take the first step towards a rewarding career in investments. As a key member of our team, you will play a vital role in supporting Financial Planners in their administrative investment activities, while also participating in business development activities with clients.

Your 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.
  • Ensure compliance with processes used and the implementation of new features.
  • Ensure adherence to compliance and risk management rules.
Your Team:

You will be part of a team that stands out for its strong collaboration, empathy, and open-mindedness. You will 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.
What We Offer:

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family, including a health and wellness program, flexible group insurance, generous pension plan, employee share ownership plan, employee and family assistance program, preferential banking services, and opportunities to get involved in community initiatives.

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. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.

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