Insurance & Investments Financial Services Representative

A career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients. 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.

Propose transaction and investment solutions when analyzing client files, if required.

Support Financial Planners in data analysis and solving complex files to satisfy clients.

Ensure compliance with the processes used and the implementation of new features.

Ensure adherence to compliance and risk management rules.

You’ll have the opportunity to develop your skills through training, hands-on learning and discussions with your partners. This position reports to the Financial Planner 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 work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

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

Basic investment knowledge

Experience in administrative support and in processing investment, financing and transaction products

Proficient with IT tools and comfortable navigating digital tools

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 such as:

• Flexible group insurance
• Generous pension plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. Client Education, Communication, Driving Results, Emotional Intelligence, Finance, Information Analysis, Insurance, Investments, Organization Skills, Proposal Generation, Readiness, Retirement Planning, Taxations, Teamwork, Client Engagement, Client-focused, Learning Agility, Solution implementation, Standards Compliance, Succession products and services