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Investment Advisor

Attendance
On-Site
Job Number
22437
Category
Professional
Status: Permanent
City
Montréal
State
Québec
Type of Contract
Permanent
Country
Canada
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
30-Aug-2024
Location: Montreal, Quebec
City
Montreal
Province/State
Quebec
Area of Interest: Advisory services, Call centres



As an Investment Advisor at the National Bank call centre, you'll live up to your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.  Through your friendly approach and the quality of your advice, you'll provide clients with a personalized experience and recommend savings products for their needs. 

Your remuneration

The annual salary for this position starts at 57,000$ and we offer a reimbursement program for your studies.

Your role

  • Take calls from clients and answer their questions.
  • Recommend customized savings solutions.
  • Listen to people's needs and resolve situations that may be complex.
  • Provide advice and recommend investment solutions.
  • Complete transactions into the investment accounts of customers.
  • Direct clients to your colleagues for their specialized needs.
  • Ensure adherence to compliance and risk management rules.

The call centre is open Monday to Friday from 8:00 a.m. to 8:00 p.m.  Different work schedules are possible.  

Your team

The position reports to the Director of Investment Solutions and you work daily with a team of around 100 specialists in investment, credit, mortgage financing and more. You'll report to the Investment Solutions Manager and routinely work with a team of hundreds of experts specializing in investment, credit, mortgage financing, and other areas.

Our team values passionate people and bold ideas. We work together to ensure our clients can meet their objectives and our colleagues can do what they love. We rely on our colleagues to share knowledge and help each other. 

Your training and development

You'll begin with a full or part time 22.5h per week over 4 days training program during which time you'll experience the call centre environment and get to know your teammates. The training program focuses on hands-on learning which will help you to learn about your role, our products and our technologies.

Requirements

  • College diploma (DEC) or equivalent.
  • Mutual fund representative (MFR) licence – You can obtain this licence within 6 weeks of hiring with a full refund once you have successfully obtained it.
  • Ability to adapt to various situations

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Languages:
English, French
Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

Accountability Client-focused Communication Detail-oriented Diversity & Inclusion Driving Results Emotional Intelligence Empathy Initiative KYC Verification Learning Agility Proposal Generation Resiliency Stress Management Teamwork

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first:

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.  Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We want to offer an accessible, barrier-free workplace to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

See more

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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Discover our culture

Duration: 1 min 25 sec
Flexibility
Flexibility
Wellbeing
Wellbeing
Development
Development
Inclusive Environment
Inclusive Environment

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