inancial Services Representative

A career as a Financial Services Representative in Investments at National Bank, you’ll support Investment and Retirement Development Managers. This is a career where you’ll have a positive impact on clients. In this role, you’ll actively support the managers in their administrative investment activities.

Your job:

• Closely monitor client files to make sure activities are carried out efficiently.
• 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.
• As needed, solve client satisfaction problems.
• Support Investment and Retirement Development Managers by analyzing data and resolving complex files. 
• Ensure compliance with the processes used and the implementation of new features.
• Ensure adherence to compliance and risk management rules.

Your team: 

In this position, you’ll work in synergy in a team that stands out for its strong collaboration. You’re known for your empathy and open-mindedness. You’ll have the opportunity to develop your skills through training, hands-on learning and discussions with your partners. This position reports to the Investment and Retirement Development Manager.

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

Prerequisites: 

• High school diploma and 3 years of relevant experience or college diploma and 1 year of relevant experience
• Experience in customer service and interest in business development
• Experience in administrative support and in processing investment, financing and transaction products
• Basic investment knowledge
• Proficient with IT tools and comfortable navigating digital tools 
• Excellent interpersonal skills and team spirit 
• Ability to adapt to various situations
• Ability to rigorously manage several requests at the same time

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.     We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?    Come live your ambitions with us!