Brokerage Investment Agent

National Bank of Canada is seeking a direct brokerage investment agent to assist clients with stock trading tools through a call center. The role involves answering customer inquiries, providing customized electronic solutions, and ensuring compliance and risk management rules.

Responsibilities

• Answer customer calls and answer their questions on the stock market
• Offer customized electronic solutions to their requests
• Accompany the client on our trading platform and explain our specialized stock market trading tools
• Transmit instructions for deposits, withdrawals, transfers and currency conversions and ensure rigorous follow-up
• Listen to people's needs and solve sometimes complex situations
• Establish contacts with customers to create lasting business relationships
• Refer the client to one of your colleagues for specialized needs
• Ensure compliance and risk management rules

Skills

• Hold a college diploma (DEC) or equivalent
• Experience in customer service
• Experience in business development
• Good ability to communicate and write in French and English
• Obtain the Canadian Security Course (CSC)
• Obtain the Conduct and Practices Handbook Course (CPH)
• Pass the Canadian Regulatory Exam on Investments (ERCI) from the OCRI within 6 months of hiring
• Additional required languages: English, French

Benefits

• 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
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

Company Overview