Support investment clients at National Bank through technical transactions, administrative coordination, and business development activities. This workplace-based position combines client service with investment operations.

As a Financial Services Representative in Investments, you will support Financial Planners with administrative investment activities and client interactions. You will analyze files, identify opportunities, and refer clients to appropriate specialists. The position reports to the Financial Planner Manager and includes collaboration with partners.

Key Responsibilities:

- Optimize technical, administrative, and operational client interactions
- Detect opportunities and refer clients to specialists
- Propose transaction and investment solutions when required




- Support data analysis and complex file resolution
- Maintain process, compliance, and risk management adherence

Requirements:

- High school diploma plus three years relevant experience
- College diploma plus one year relevant experience
- Mutual Fund Representative license or certification within three months
- Customer service experience and business development interest
- Basic investment knowledge and administrative support experience

Bring client engagement, investment knowledge, information analysis, and organization skills to National Bank’s investment services team.

📌 Investment Services Representative (Canada)
🏢 National Bank of Canada
📍 Canada