Financial Services Representative in Investments

3 weeks ago

Toronto, Ontario, Canada National Bank Full time
Job Description

Job Title: Financial Services Representative in Investments

Job Summary: We are seeking a highly skilled Financial Services Representative in Investments to join our team at National Bank. As a key member of our team, you will be responsible for providing exceptional client service and support in all aspects of investment transactions.

Key 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 the 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 help promote your wellbeing and that of your family.
  • Opportunities to develop your skills through training, hands-on learning, and discussions with your partners.

About Us:

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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