Support investment clients in Saint-Lambert through administrative expertise, transaction processing, and advisory referrals at National Bank. French is required for this workplace-based position.
As a Financial Services Representative in Investments, you will support Financial Planners and participate in client business development. Your work combines investment administration, customer service, digital tools, and basic investment knowledge. The position reports to the Financial Planner Manager and includes training, hands-on learning, and partner discussions.
Key Responsibilities: Optimize technical, administrative, and operational client transaction interactions
Detect opportunities and refer clients to appropriate specialists
Propose transaction and investment solutions when required




Support Financial Planners with data analysis and complex files
Maintain compliance and risk management requirements
Requirements: High school diploma plus three relevant years, or college diploma plus one
Mutual Fund Representative license, or certification within three months
Customer service experience and interest in business development
Administrative support and investment transaction processing experience
French, digital proficiency, organization, and basic investment knowledge
Bring investment administration, client communication, and advisory judgment to support Financial Planners and National Bank clients.

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📌 Investment Services Representative Saint-Lambert (Quebec City)
🏢 Banque Nationale du Canada
📍 Quebec City