Financial Services Representative

3 weeks ago

Varennes, Quebec, Canada National Bank Full time
Job Summary

A career as a Financial Services Representative in Investments at National Bank offers a unique opportunity to make a positive impact on clients' lives. In this role, you will support Financial Planners in their administrative investment activities, while contributing to business development initiatives with clients.

Key Responsibilities
  • Optimize interactions with clients on the technical, administrative, and operational aspects of their 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 and the implementation of new features.
  • Adhere to compliance and risk management rules.
About the Team

You will be part of a collaborative team known for its strong relationships and open-mindedness. You will 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.

What We Offer

We strive to contribute to your quality of life by offering flexible work arrangements and a range of benefits to support your wellbeing and that of your family. These include a health and wellness program, flexible group insurance, a generous pension plan, and opportunities to get involved in community initiatives.

About Us

National Bank is 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 people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

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