Investment Consultant Role in Montréal (Montreal)

Investment Consultant Role in Montréal (Montreal)

23 Aug
|
National Bank
|
Montreal

23 Aug

National Bank

Montreal

Become an Investment Consultant at National Bank in Montréal, QC, where you can make a real impact on clients' financial futures. This position emphasizes customized advice and high-quality client interactions in a call centre setting. As an Investment Consultant, you will engage with clients by answering inquiries and providing investment recommendations.

The role demands an understanding of compliance and risk management while focusing on delivering value to clients with unique savings solutions. Your growth will be supported by comprehensive training and collaboration with a dedicated team. Key Responsibilities:

- Respond to client calls and provide expert guidance
- Offer tailored investment and savings recommendations
- Navigate complex client inquiries effectively
- Process transactions in client accounts promptly
- Direct clients to specialists for specific needs Requirements:
- DEC or equivalent required for entry
- Obtain Mutual fund representative (MFR) license within 6 weeks
- Ability to adapt to various client situations Join the National Bank as an Investment Consultant and enhance your financial advisory skills.

📌 Investment Consultant Role in Montréal (Montreal)
🏢 National Bank
📍 Montreal

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