Investment Agent Direct Brokerage - Montréal, Canada - National Bank of Canada

National Bank of Canada

Verified Company

Montréal, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Primary Locations:

Montreal, Quebec**:

Attendance:

On-site**:

Employee Status:

Regular**:

Schedule:

Full-time**:

A career as a direct brokerage investment agent at the call centre at National Bank means undertaking your ambitions by improving the lives of our clients, your colleagues and yours.

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 followup
Perform the opening of special accounts and special accounts
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 including two weeks at the workplace at 91 Boulevard Jacques-Cartier Sud in Sherbrooke.

After, you will be working from home.

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

Diploma of College Studies completed
Experience in customer service
Experience in business development
Good ability to communicate and write in French and English

Privileged skills
Interest in investments and the stock market.

Your career developement:

We encourage our employees' development and we value the development of our talents.

We will encourage you to complete the Securities Course (CSC) in order to eventually allow you to evolve within the Bank.

Your advantages:

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
Initiatives promoting community involvement
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.

The human first:

We are a human-sized bank that stands out for its audacity, entrepreneurial culture and passion for people. We exist to have a positive impact in people's lives.
Our core values of complicity, agility and power to act are our sources of inspiration. Inclusion is at the heart of our commitments. We offer a barrier-free and accessible work environment for all employees.
We aim to provide accessibility measures during the recruitment process. If you need accommodation, do not hesitate to let us know during your first exchanges with us.

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