Investment Solutions Expert

4 days ago


Québec, Quebec, Canada National Bank Full time
About the Role

As an Investment Solutions Expert at National Bank, you will have a unique opportunity to create a positive impact on clients' lives by supporting Financial Planners in their administrative investment activities and participating in business development activities.

Your Key Responsibilities
  • Optimize interactions with clients on 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.
Requirements
  • A high school diploma and 3 years of relevant experience or college diploma and 1 year of relevant experience.
  • Mutual Fund Representative (MFR) license or certification within 3 months of hiring.
  • Experience in customer service and interest in business development.
  • Basic knowledge of investments.
  • Administrative support experience and proficiency with IT tools.
About the Benefits
  • A competitive salary range of $60,000 - $80,000 per year, based on experience.
  • A health and wellness program, including various 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.
About Us

National Bank is a bank that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We offer a barrier-free workplace that is accessible to all employees and we welcome all candidates.



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