Investment Portfolio Coordinator

3 weeks ago


Toronto, Ontario, Canada National Bank Full time

About the Role

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This opportunity to create a positive impact for our clients as a Financial Services Representative in Investments is an exciting chance to work with a dynamic team at National Bank. In this role, you will support Financial Planners in all their administrative investment activities while participating in business development activities with clients.

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Your Responsibilities

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  • 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 compliance with processes used and implement new features as needed.">
  • Ensure adherence to compliance and risk management rules.">
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About You

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You'll be part of a collaborative team known for empathy and open-mindedness. This position requires you to be present in the workplace to fulfill client and operational needs, but we offer flexible work arrangements and leave options to promote work-life balance.

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Prerequisites

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  • 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.">
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What We Offer

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In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits, including health and wellness programs, group insurance, pension plans, employee share ownership plans, and more.

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We actively listen to employees' ideas and encourage regular feedback and ongoing communication. Our barrier-free workplace is accessible to all employees, and we welcome candidates with diverse backgrounds and perspectives.

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Estimated salary: $65,000 - $85,000 per annum, depending on location and experience.



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