Elevate your career at National Bank as a Client-focused Financial Representative in Investments. This role involves supporting Financial Planners and enhancing client investment experiences through effective communication.
As a Financial Representative, you'll be integral to National Bank’s team by assisting in administrative investment tasks. You'll use an advisory mindset to optimize client interactions and ensure compliance with risk management rules. Your solid background in client education and administrative support will enable you to provide tailored investment solutions that address client requirements.
Key Responsibilities:
• Optimize interactions with clients regarding their investments
• Detect and refer client prospects to specialists
• Propose solutions based on thorough client file analysis




• Assist Financial Planners with data management and issues
• Ensure compliance with processes and adherence to standards
Requirements:
• High school diploma and 3 years relevant experience or equivalent
• MFR license required within 3 months of hiring
• Experience in customer service with a focus on business development
• Basic knowledge of investments and processing transaction products
• Proficient in IT tools for administrative efficiency
Bring your client engagement and analytical skills to National Bank for impactful contributions.
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📌 Client Focused Financial Representative National Bank Quebec City
🏢 Banque Nationale du Canada
📍 Quebec City