Attendance Hybrid Job number 23747 Category Support Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 03-Dec-2024 Location : Levis, Quebec City Levis Province / State Quebec Area of Interest : Advisory services, Personal banking

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 :

Languages : French

Skills

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Accountability Client-focused Communication Diversity & Inclusion Driving Results Emotional Intelligence Empathy Humility Initiative Learning Agility Resiliency Teamwork 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.