Financial Services Representative in Investments

National Bank of Canada; Toronto; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading financial institution in Toronto is seeking a Financial Services Representative in Investments. This role involves supporting Financial Planners, optimizing client interactions, and ensuring compliance. The ideal candidate will have relevant experience and a strong interest in business development. Flexible work arrangements and a collaborative environment are offered.

Benefits

Health and Wellness Programs

Flexible Group Insurance

Generous Pension Plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential Banking Services

Community Involvement Opportunities

Telemedicine Services

Virtual Sleep Clinic

Qualifications

• 3 years of relevant experience or 1 year with a college diploma.
• Willingness to obtain Mutual Fund Representative license.

Responsibilities

• Optimize client interactions regarding investment transactions.
• Support Financial Planners with data analysis and complex files.
• Ensure compliance with risk management rules.

Skills

Customer Service

Business Development

Investment Knowledge

IT Tools Proficiency

Education

High School Diploma

College Diploma

Job description

Financial Services Representative in Investments

Join us to apply for the Financial Services Representative in Investments role at National Bank of Canada.

A career as a Financial Services Representative in Investments at National Bank offers an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities and participate in business development with clients.

Responsibilities:

1. Optimize interactions with clients regarding their investment transactions' technical, administrative, and operational aspects.
2. Adopt an advisory approach by identifying opportunities and referring clients to the appropriate specialists.
3. Propose transaction and investment solutions when analyzing client files, as needed.
4. Support Financial Planners in data analysis and resolving complex files to ensure client satisfaction.
5. Ensure compliance with established processes and the implementation of new features.
6. Maintain adherence to compliance and risk management rules.

Team and Work Environment:

You will be part of a collaborative team known for empathy and open-mindedness. This role offers opportunities for skill development through training, practical learning, and discussions with colleagues. The position reports to the Financial Planner Manager.

This role requires physical presence in the workplace to meet client and operational needs. We offer flexible work arrangements to promote work/life balance, including adaptable schedules and flexible leave options.

Prerequisites:

• High school diploma with 3 years of relevant experience or college diploma with 1 year of relevant experience.
• Mutual Fund Representative (MFR) license, or willingness to obtain it within 3 months of hiring.
• Experience in customer service and interest in business development.
• Basic investment knowledge.
• Experience supporting administrative functions and processing investment, financing, and transaction products.
• Proficiency with IT tools and digital platforms.
• Ability to manage multiple requests efficiently.

Benefits:

In addition to competitive compensation, we offer a broad range of flexible benefits to support your well-being and that of your family, including:

• Health and wellness programs
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Community involvement opportunities
• Telemedicine services
• Virtual sleep clinic

We foster a dynamic work environment with advanced collaboration tools, encouraging employee feedback and ongoing communication.

Our Commitment:

We are committed to diversity and accessibility. If you require accommodations during the recruitment process, please inform us. We welcome all candidates to bring their unique perspectives and talents to our team.

Additional Information:

• Seniority Level: Entry level
• Employment Type: Full-time
• Job Function: Finance and Sales
• Industry: Banking

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