A career as a direct brokerage investment agent in a call center means helping clients use our specialized stock trading tools online or by telephone. Thanks to your warm approach and your interest in the stock markets, you provide a human experience to our clients by supporting them in their transactions. Answer customer calls and answer their questions on the stock market.
Accompany the client on our trading platform and explain our specialized stock market trading tools.
Establish contacts with customers to create lasting business relationships.
Ensure compliance and risk management rules.
The center is open Monday to Friday from 8:00 a.m. Possibility of working from home after your training and integration.
National Bank Direct Brokerage offers customers and investors seeking autonomy and control an economical and efficient way to transact investment products on multiple platforms. We help them by providing them with information and tools relevant to their decision-making and the achievement of their financial objectives.




The position reports to the direct brokerage director and you collaborate daily with a team made up of around 60 investment specialists.
Your training and development
Your start consists of 6 weeks of on-the-job training. Experience in customer service
Pass the Canadian Regulatory Exam on Investments (ERCI) from the OCRI within 6 months of hiring.

#In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible advantages to help promote your wellbeing and that of your family such as:
* Flexible group insurance
* Generous pension plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Virtual sleep clinic
Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments.

📌 Virtual Phone Agent (Montreal)
🏢 National Bank
📍 Montreal