Use investment knowledge and client service skills as a Financial Services Representative with National Bank in Sherbrooke. This workplace-based position supports client and operational needs. As a Financial Services Representative in Investments, you will support Financial Planners with administrative investment activities and business development.
You will analyze client files, propose solutions when required, and refer clients to appropriate specialists. The role reports to the Financial Planner Manager.
Key Responsibilities: Optimize client interactions for investment transactions Detect opportunities and refer clients to specialists Propose transaction and investment solutions when required Support Financial Planners with data analysis Maintain compliance with processes and risk rules Requirements: High school diploma and three relevant years' experience Or college diploma and one relevant year Mutual Fund Representative license within three months Customer service and business development experience Basic investment and digital tool knowledge Apply your organization, investment transaction, and client engagement skills while supporting National Bank clients and Financial Planners in Sherbrooke.