Financial Services Representative in Investments
City : Toronto, Ontario
Category : Permanent Full-Time
Industry : Advisory services, Personal banking
Employer : National Bank
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.
Your job:
- 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.
Your team:
You’ll be part of a team that stands out for its strong collaboration. You’re known for your empathy and open-mindedness. 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.
This position requires you to be present in the workplace in order to fulfil client and operational needs. 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.
Prerequisites:
- High school diploma and 3 years of relevant experience or college diploma and 1 year of relevant experience
- Mutual Fund Representative (MFR) license (or obtain certification within 3 months of hiring)
- 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
- Ability to rigorously manage several requests at the same time
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!!