Brokerage Investment Agent at National Bank (Montreal)

Brokerage Investment Agent at National Bank (Montreal)

23 Aug
|
National Bank of Canada
|
Montreal

23 Aug

National Bank of Canada

Montreal

Join National Bank as a Brokerage Investment Agent and enhance clients' investment journeys. Provide crucial support via phone and online trading tools in this call center role. In this position, you will address customer calls about the stock market, offering personalized trading solutions and explaining our robust tools.

Build lasting relationships by understanding client needs and effective follow-up on transactions while ensuring strict compliance. Collaborate with a team of 60 investment specialists dedicated to excellence and client satisfaction. Key Responsibilities:

- Respond to customer inquiries about stock market activities
- Offer customized electronic solutions to client requests
- Navigate clients through our trading platform
- Process instructions for transactions and ensure follow-through
- Develop solid client relationships and trust Requirements:
- College diploma or equivalent experience required
- Prior experience in customer service and business development
- Must complete Canadian Security Course (CSC)
- Proficient in French and English
- Strong attention to detail and teamwork Leverage your investment knowledge and commitment to client service at National Bank.

📌 Brokerage Investment Agent at National Bank (Montreal)
🏢 National Bank of Canada
📍 Montreal

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