Financial Service Representative

National Bank of Canada; Sherbrooke; On-site; CAD 48,000 - 62,000; Full time

Benefits offered by this job

Health and wellness program

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

Job summary

National Bank of Canada is seeking a Financial Services Representative in Investments to support Financial Planners with administrative investment activities and to participate in business development with clients.

The role emphasizes client-focused service, compliance, and collaboration within a team that values empathy and learning. Flexible leave and work-life balance are highlighted, with on-site presence required.

Qualifications

• Minimum education and licensing requirements as listed in prerequisites.
• Experience in customer service and interest in business development.
• Proficiency with IT tools and digital navigation.
• Mutual Fund Representative (MFR) license or certification within 3 months.

Responsibilities

• Optimize interactions with clients on investment transactions.
• Detect opportunities and refer clients to the right specialist.
• Propose transaction and investment solutions from client files.
• Support Financial Planners in data analysis and complex files.
• Ensure compliance with processes and new feature implementation.
• Adhere to compliance and risk management rules.

Skills

Client Education

Client Engagement

Client-focused

Communication

Driving Results

Emotional Intelligence

Finance

Information Analysis

Insurance

Investments

Learning Agility

Organization Skills

Proposal Generation

Readiness

Retirement Planning

Solution implementation

Standards Compliance

Succession products and services

Taxations

Teamwork

Education

High school diploma

College diploma

MFR license

Job description

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.

• 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

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

Languages: French

Required skills: Client Education, Client Engagement, Client-focused, Communication, Driving Results, Emotional Intelligence, Finance, Information Analysis, Insurance, Investments, Learning Agility, Organization Skills, Proposal Generation, Readiness, Retirement Planning, Solution implementation, Standards Compliance, Succession products and services, Taxations, Teamwork

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?