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Brokerage Investment Agent

Attendance
Hybrid
Job number
30264
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
06-Jan-2026
$ 58211
Salary: starting at $ 58211 per year
Area(s) of interest: Advisory services, Call centres
Location(s): Montreal, Montreal
A career as a direct brokerage investment agent in a call center means helping clients use our specialized stock trading tools online or by telephone. Thanks to your warm approach and your interest in the stock markets, you provide a human experience to our clients by supporting them in their transactions.

Your job
  • Answer customer calls and answer their questions on the stock market.
  • Offer customized electronic solutions to their requests.
  • Accompany the client on our trading platform and explain our specialized stock market trading tools.
  • Transmit instructions for deposits, withdrawals, transfers and currency conversions and ensure rigorous follow-up.
  • Listen to people's needs and solve sometimes complex situations.
  • Establish contacts with customers to create lasting business relationships.
  • Refer the client to one of your colleagues for specialized needs.
  • Ensure compliance and risk management rules.

The center is open Monday to Friday from 8:00 a.m. to 6:00 p.m. Several working hours are possible. Possibility of working from home after your training and integration.

National Bank Direct Brokerage offers customers and investors seeking autonomy and control an economical and efficient way to transact investment products on multiple platforms. We help them by providing them with information and tools relevant to their decision-making and the achievement of their financial objectives.

Your team:

The position reports to the direct brokerage director and you collaborate daily with a team made up of around 60 investment specialists.

Your training and development

Your start consists of 6 weeks of on-the-job training. This allows you to better understand the evolving challenges of the brokerage industry, experience the environment of a call center and get to know your colleagues. Career opportunities are numerous and we value the development of our skills.

Required skills
  • Hold a college diploma (DEC) or equivalent
  • Experience in customer service
  • Experience in business development
  • Good ability to communicate and write in French and English


  • Obtain the Canadian Security Course (CSC)
  • Obtain the Conduct and Practices Handbook Course (CPH)
OR
  • Pass the Canadian Regulatory Exam on Investments (ERCI) from the OCRI within 6 months of hiring.

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

Skills

Brokerage Communication Diversity & Inclusion Emotional Intelligence Investments Proposal Generation Stress Management Teamwork Accountability Client-focused Detail-oriented Empathy Initiative Learning Agility Humility
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 offer a barrier-free workplace that is accessible 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.

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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
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Inclusive Environment

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