Investment Advisor

Banque Nationale du Canada; Montreal; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement

Job summary

National Bank is seeking an Investment Advisor for the client contact centre in Montreal. You will answer calls, assess client profiles, and propose savings and investment solutions while building lasting relationships.

Training is full-time and on-site, with emphasis on regulatory compliance and collaborative teamwork. You will join a team of investment advisors under the Investment Solutions Manager, contributing to a human, service-driven banking experience with opportunities to advance

Qualifications

• Hold a college diploma (DEC) or equivalent.
• Hold a Mutual Fund Representative licence (MFR). You must obtain it within six weeks of starting the position.
• Experience in customer service, along with an inclusive attitude and respectful behaviour toward individual differences.

Responsibilities

• Answer calls from our clients and respond to their questions.
• Recommend personalized savings solutions based on each client’s profile.
• Listen carefully to clients’ needs and resolve situations that can sometimes be complex.
• Provide advice and offer investment solutions.
• Connect with our clients to build lasting business relationships.
• Refer clients to your colleagues for specialized needs.
• Ensure compliance with regulatory and risk management standards.

Skills

Communication

Diversity & Inclusion

Emotional Intelligence

Client-focused

Teamwork

Accountability

Empathy

Know Your Customer

Learning Agility

Resiliency

Stress Management

Proposal Generation

Driving Results

Initiative

Detail-oriented

Education

DEC or equivalent

Mutual Fund Representative licence

Job description

Area(s) of interest: Advisory services, Call centres

A career as an Investment Advisor in the National Bank call centre means helping our clients achieve their goals. Through your warm approach and the quality of your advice, you’ll provide a human experience by offering savings products that meet our clients’ needs.

Your role

• Answer calls from our clients and respond to their questions.
• Recommend personalized savings solutions based on each client’s profile.
• Listen carefully to clients’ needs and resolve situations that can sometimes be complex.
• Provide advice and offer investment solutions.
• Connect with our clients to build lasting business relationships.
• Refer clients to your colleagues for specialized needs.
• Ensure compliance with regulatory and risk management standards.

The Client Contact Centre is open Monday to Thursday from 8:00 a.m. to 6:00 p.m. and Friday from 8:00 a.m. to 5:00 p.m. All employees are required to work two closing shifts per week.

Your team

This position reports to the Investment Solutions Manager, and you’ll be part of a team of investment advisors and specialists.

Our team values agility and collaboration to help our clients achieve their goals. We also encourage sharing best practices and supporting one another.

Your training and development

You’ll begin with full-time, on-site training. This will give you the opportunity to experience the call centre environment and get to know your colleagues. The training program uses a hands-on learning approach to help you become familiar with your role, our products, and our technologies.

Requirements

• Hold a college diploma (DEC) or equivalent.
• Hold a Mutual Fund Representative licence (MFR). You must obtain it within six weeks of starting the position.
• Experience in customer service, along with an inclusive attitude and respectful behaviour toward individual differences.

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Languages

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

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Communication Diversity & Inclusion Driving Results Emotional Intelligence Proposal Generation Stress Management Teamwork Accountability Client-focused Detail-oriented Empathy Initiative Know Your Customer Verification Learning Agility Resiliency

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
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• 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?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?