Investment Services Representative

Position: Investment Services Representative at National Bank
Location: Quebec

Join National Bank as an Investment Services Representative to create meaningful client interactions. Support Financial Planners and assist clients with their investment needs effectively.

As an Investment Services Representative at National Bank, you will enhance client satisfaction while engaging in business development activities with Financial Planners. With at least 1-3 years of relevant experience, you will optimize customer experiences by providing administrative support and investment solutions.

Your role is critical in ensuring compliance and navigating digital tools to assist clients effectively.

Key Responsibilities:

• Optimize client interactions related to investment transactions

• Conduct data analysis and support Financial Planners

• Propose investment solutions based on client needs

• Ensure compliance with risk management rules

• Manage multiple client requests efficiently

Requirements:

• High school diploma with 3 years experience or college diploma with 1 year

• MFR license required within 3 months of hiring

• Customer service experience focusing on business development

• Basic investment knowledge and digital tool proficiency

• Ability to manage multiple tasks concurrently

Contribute to client satisfaction and business growth through your investment knowledge and administrative support skills at National Bank.
#J-18808-Ljbffr