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