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Investment Product Specialist

1 month ago

Québec, Quebec, Canada NBC Full time
Job Description:

A career as an Investment Product Specialist at National Bank is an opportunity to make a positive impact for our clients. In this role, you will support Financial Planners in all their administrative investment activities, while 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.
About You:

You'll be part of a team that stands out for its strong collaboration. You're known for your empathy and open-mindedness. You'll have the opportunity to develop your skills through training, hands-on learning and discussions with your partners. This position reports to the Financial Planner Manager.

This position requires you to be present in the workplace to fulfill client and operational needs. We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it's important to you.

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 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
Benefits:

In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. Some of these benefits include:

  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic
Estimated Salary:

We estimate the salary for this position to be around $65,000 - $80,000 per year, depending on qualifications and experience.