Brokerage Investment Agent

1 week ago

Montréal, Canada National Bank of Canada Full time

A career as a direct brokerage investment agent in a call center means helping clients use our specialized stock trading tools online or by telephone. Thanks to your warm approach and your interest in the stock markets, you provide a human experience to our clients by supporting them in their transactions.

**Your job**
- Answer customer calls and answer their questions on the stock market.
- Offer customized electronic solutions to their requests.
- Accompany the client on our trading platform and explain our specialized stock market trading tools.
- Transmit instructions for deposits, withdrawals, transfers and currency conversions and ensure rigorous follow-up.
- Listen to people's needs and solve sometimes complex situations.
- Establish contacts with customers to create lasting business relationships.
- Refer the client to one of your colleagues for specialized needs.
- Ensure compliance and risk management rules.

Thanks to your warm approach, you provide a human experience to customers by making their stock market transactions online or by phone. National Bank Direct Brokerage therefore offers Canadian clients and investors seeking autonomy and control an economical and efficient way to transact investment products, on multiple networks, by providing them with information and tools relevant to their decision-making and the achievement of their financial objectives.

**Your work schedule**:
The center is open Monday to Friday from 8:00 a.m. to 6:00 p.m. Several working hours are possible.

**Your training**:
Your start consists of a 6-week training at the workplace at 1100 Boulevard Robert-Bourassa in Montreal.
This allows you to better understand the evolving challenges of the brokerage industry, experience the environment of a call center and get to know your teammates.

**Your team**
The position reports to the direct brokerage director and you collaborate daily with a team of a hundred investment specialists and more.

**Required skills**
- Hold a college diploma (DEC) or equivalent
- Experience in customer service
- Experience in business development
- Good ability to communicate and write in French and English

**Your benefits**

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many 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

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

**We're putting people first**

We're 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 offer a barrier-free workplace that is accessible to all employees.

Come live your ambitions with us

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