Financial Service Representative in investment; Hybrid

About the Role

Financial Services Representative – Investments at National Bank. In this role you will support Financial Planners with all administrative investment activities and participate in business development with clients.

• 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 appropriate specialist.
• Propose transaction and investment solutions when analyzing client files, if required.
• Support Financial Planners in data analysis and solution of complex files to satisfy clients.
• Ensure compliance with the processes used and the implementation of new features.
• Maintain adherence to compliance and risk‑management rules.

• High school diploma and 3 years of relevant experience, or college diploma and 1 year of relevant experience.
• MFR (Mutual Fund Representative) license (or obtain certification within 3 months of hiring).
• Experience in customer service and interest in business development.
• Basic investment knowledge and administrative support experience with investment, financing and transaction products.
• Proficient with IT tools and comfortable navigating digital tools.
• Ability to rigorously manage several requests simultaneously.
• Strong communication, organization, and teamwork skills.

English.

• Competitive compensation.
• Health and wellness program with multiple options.
• Flexible group insurance.
• Generous pension plan.
• Employee Share Ownership Plan.
• Employee and family assistance program.
• Preferential banking services.
• Community initiatives involvement.
• Telemedicine service.
• Virtual sleep clinic.

Hybrid model with flexibility for work/life balance. The role requires in‑office presence to fulfil client and operational needs. The team values collaboration, empathy, and open‑mindness. Ongoing training, hands‑on learning, and partner discussions support skill development.