Financial Services Representative

6 hours ago

Québec, Quebec, Canada NBC Full time
Job Title: Financial Services Representative

At NBC, we're seeking a highly skilled Financial Services Representative to join our team. As a key member of our advisory services team, you'll play a vital role in supporting our clients' investment needs.

Key Responsibilities:
  • Optimize client interactions on technical, administrative, and operational aspects of investment transactions.
  • Use an advisory approach to detect opportunities and refer 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.
  • Proficient with IT tools and comfortable navigating digital tools.
  • Ability to rigorously manage several requests at the same time.
What We Offer:
  • Competitive compensation.
  • A wide range of flexible benefits to promote your wellbeing and that of your family.
  • Opportunities to get involved in community initiatives.
  • Telemedicine service.
  • Virtual sleep clinic.
About Us:

We're 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.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates.

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