Financial Service Representative in Investment

Join to apply for the Financial Service Representative in Investment role at National Bank of Canada.

This position offers an opportunity to support Financial Planners in investment activities and contribute to business development. Responsibilities include optimizing client interactions, identifying opportunities, proposing solutions, supporting data analysis, ensuring compliance, and adhering to risk management rules.

You will be part of a collaborative team known for empathy and open-mindedness, with opportunities for skill development through training and hands-on learning. The role requires presence in the workplace to meet client and operational needs, with flexible work arrangements to promote work/life balance.

Prerequisites include a high school diploma with 3 years of relevant experience or a college diploma with 1 year of relevant experience, a Mutual Fund Representative (MFR) license or willingness to obtain one, customer service experience, basic investment knowledge, administrative support experience, proficiency with IT tools, and the ability to manage multiple requests simultaneously.

Benefits include health and wellness programs, flexible insurance, pension plans, employee share ownership, assistance programs, preferential banking services, community involvement opportunities, telemedicine, and a virtual sleep clinic. The organization emphasizes a positive employee experience, open communication, and a culture of inclusivity and accessibility.