Transform client interactions with National Bank as a Financial Services Representative in Investments. Support Financial Planners while enhancing your skills in a hybrid work environment.

This full time role emphasizes advisory services within personal banking, bringing together client engagement and investment analysis. You will optimize client transactions, detect opportunities, and help in business development initiatives. Your analytical skills will support Financial Planners in complex situations while ensuring compliance with established processes.

Key Responsibilities:
• Optimize client interactions for investment transactions
• Use an advisory approach to detect and refer opportunities
• Propose investment solutions based on client analysis




• Support Financial Planners with data analysis
• Ensure adherence to compliance and risk management rules

Requirements:
• High school diploma plus 3 years relevant experience
• Mutual Fund Representative license or certification within 3 months
• Customer service experience with interest in business development
• Basic investment and administrative support knowledge
• Proficient in IT tools and digital navigation

Bring your customer service skills and analytical expertise to enhance client investment experiences at National Bank.
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📌 Financial Services Representative at National Bank (Quebec City)
🏢 BGIS
📍 Quebec City