Investment Advisor (On-Site)

Attendance On-Site Job number 26148 Category: Professional Status: Permanent City: Montréal State: Québec Type of Contract: Permanent Country: Canada Schedule: Full-Time Posting date: 17-Apr-2025 Salary: starting at $58,000 per year Location: Montreal, Quebec Area of Interest: Advisory services, Call centres

As an Investment Advisor at the National Bank call centre, you'll live up to your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. Through your friendly approach and the quality of your advice, you'll provide clients with a personalized experience and recommend savings products for their needs.

Your remuneration

The annual salary for this position starts at $58,000, and we offer a reimbursement program for your studies.

Your role

1. Take calls from clients and answer their questions.
2. Recommend customized savings solutions.
3. Listen to people's needs and resolve situations that may be complex.
4. Provide advice and recommend investment solutions.
5. Complete transactions into the investment accounts of customers.
6. Direct clients to your colleagues for their specialized needs.
7. Ensure adherence to compliance and risk management rules.

The call centre is open Monday to Friday from 8:00 a.m. to 8:00 p.m. Different work schedules are possible.

Your team

The position reports to the Director of Investment Solutions and you work daily with a team of around 100 specialists in investment, credit, mortgage financing, and more. You'll report to the Investment Solutions Manager and routinely work with a team of hundreds of experts specializing in investment, credit, mortgage financing, and other areas.

Our team values passionate people and bold ideas. We work together to ensure our clients can meet their objectives and our colleagues can do what they love. We rely on our colleagues to share knowledge and help each other.

Your training and development

You'll begin with full-time, on-the-job training during which you'll experience the call centre environment and get to know your teammates. The training program focuses on hands-on learning to help you learn about your role, our products, and our technologies.

Requirements

• College diploma (DEC) or equivalent.
• Mutual fund representative (MFR) license – You can obtain this license within 6 weeks of hiring with a full refund once you have successfully obtained it.
• Ability to adapt to various situations.

Languages: English, French. You will need to serve clients who speak a language other than French regularly.

Skills

• 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

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first. 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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates!