Brokerage Investment Agent
Ville : Montreal
Catégorie : Permanent Full-Time
Industrie : Advisory services, Call centres
Employeur : National Bank
A career as a direct brokerage investment agent in a call center means helping clients use our specialized stock trading tools online or by telephone. Thanks to your warm approach and your interest in the stock markets, you provide a human experience to our clients by supporting them in their transactions.
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 follow-up.
- 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.
The center is open Monday to Friday from 8:00 a.m. to 6:00 p.m. Several working hours are possible. Possibility of working from home after your training and integration.
National Bank Direct Brokerage offers customers and investors seeking autonomy and control an economical and efficient way to transact investment products on multiple platforms. We help them by providing them with information and tools relevant to their decision-making and the achievement of their financial objectives.
Your team:
The position reports to the direct brokerage director and you collaborate daily with a team made up of around 60 investment specialists.
Your training and development
Your start consists of 6 weeks of on-the-job training. 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 colleagues. Career opportunities are numerous and we value the development of our skills.
Required skills
- Hold a college diploma (DEC) or equivalent
- Experience in customer service
- Experience in business development
- Good ability to communicate and write in French and English
- Obtain the Canadian Security Course (CSC)
- Obtain the Conduct and Practices Handbook Course (CPH)
OR
- Pass the Canadian Regulatory Exam on Investments (ERCI) from the OCRI within 6 months of hiring.
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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 such as:
* 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
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!