Become a Direct Brokerage Investment Agent with National Bank and provide tailored support in stock trading. Help clients navigate their trades through our call center and online platform. As a brokerage investment agent, you will answer customer inquiries, offer custom electronic solutions, and guide clients through our trading tools.
Your role will focus on building lasting relationships through exceptional customer service while ensuring compliance and managing risk effectively. Shape your career within a supportive team setting of investment specialists. Key Responsibilities:
- Answer customer queries about the stock market
- Provide tailored solutions based on client needs
- Guide clients on our trading platform and tools
- Transmit transaction instructions and follow up
- Build and maintain strong client relationships Requirements:
- College diploma or equivalent experience
- Background in customer service and business development
- Complete Canadian Security Course (CSC) or equivalent
- Proficient in French and English
- Familiarity with financial services and investments Utilize your customer service skills and passion for finance to excel at National Bank.
📌 Direct Brokerage Investment Agent (Montreal)
🏢 National Bank of Canada
📍 Montreal
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