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.
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...