Financial Services Representative in Investments

3 weeks ago

Toronto, Ontario, Canada National Bank Full time
About This Job

We are seeking a skilled Financial Services Representative in Investments to join our team at National Bank. As a key member of our team, you will play a vital role in supporting Financial Planners in all their administrative investment activities.

Your 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.

Your Team

You will be part of a team that stands out for its strong collaboration, empathy, and open-mindedness. You will have the opportunity to develop your skills through training, hands-on learning, and discussions with your partners.

What We Offer

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it's important to you.

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.

Benefits

In addition to competitive compensation, upon hiring you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family, including health and wellness program, flexible group insurance, generous pension plan, employee share ownership plan, employee and family assistance program, preferential banking services, and opportunities to get involved in community initiatives.

Our Culture

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. We want to offer an accessible, barrier-free workplace to all employees and ensure that our recruitment process is fully accessible. If you require accommodation, feel free to let us know during your first conversations with us.

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