Investment Advisor
City : Montreal
Category : Permanent Full-Time
Industry : Advisory services, Call centres
Employer : National Bank
As an Investment Advisor at the National Bank call centre, you'll live up to your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. Through your friendly approach and the quality of your advice, you'll provide clients with a personalized experience and recommend savings products for their needs.
Your role
- Take calls from clients and answer their questions.
- Recommend customized savings solutions.
- Listen to people's needs and resolve situations that may be complex.
- Provide advice and recommend investment solutions.
- Complete transactions into the investment accounts of customers.
- Direct clients to your colleagues for their specialized needs.
- Ensure adherence to compliance and risk management rules.
The customer contact center is open Monday to Thursday from 8:00 a.m. to 6:15 p.m. and Friday from 8:00 a.m. to 5:15 p.m. Different work schedules are possible.
Your team
The position reports to the Director of Investment Solutions and you work daily with a team of around 100 specialists in investment, credit, mortgage financing and more. You'll report to the Investment Solutions Manager and routinely work with a team of hundreds of experts specializing in investment, credit, mortgage financing, and other areas.
Our team values passionate people and bold ideas. We work together to ensure our clients can meet their objectives and our colleagues can do what they love. We rely on our colleagues to share knowledge and help each other.
Your training and development
You'll begin with a full time, on-the-job training during which time you'll experience the call centre environment and get to know your teammates. The training program focuses on hands-on learning which will help you to learn about your role, our products and our technologies.
Requirements
- College diploma (DEC) or equivalent.
- Mutual fund representative (MFR) licence – You can obtain this licence within 6 weeks following your start date with a full refund once you have successfully obtained it.
- Ability to adapt to various situations
#sacSi
#CCSM
#LI-AC1
Your benefits
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
* Opportunities to get involved in community initiatives
* 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.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!