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Investment Agent, Technical Support

Attendance
On-Site
Job number
30739
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
30-Jan-2026
$ 58211
Salary: starting at $ 58211 per year
Area(s) of interest: Advisory services, Call centres
Location(s): Montreal

A career as a Investment Agent Technical Support in the National Bank's direct brokerage team means acting as a technical support expert and customer support specialist in investment matters. This job allows you to have a positive impact through your customer service and financial technology skills.

Your Job

  • Answer customer calls to assist them in using the trading platform and tools.
  • Provide technical phone support to resolve issues encountered by users.
  • Guide customers in using our transactional site and financial instruments such as stocks, ETFs, mutual funds, options, fixed income securities, and banking products.
  • Identify and propose opportunities for process improvement and standardization.
  • Ensure compliance and risk management rules are followed.

Your Work Schedule

The center is open Monday to Friday from 8:00 AM to 6:00 PM, and we serve customers from all over Canada.

Your Training

Your initial training consists of 6-8 weeks of on-site training at 800 St-Jacques in Montreal. This allows you to better understand the evolving challenges of the brokerage industry, experience the call center environment, and get to know your teammates.

Your Team

The brokerage support team consists of over 20 specialists who collaborate in an agile, proactive, and collaborative manner to provide quality service to customers. You will report to the section director and work within a dynamic and inclusive team, where support and mutual aid are at the heart of interactions.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning in action, allow you to master your job and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring support are available to you at all times.

Prerequisites

  • Hold a college diploma.
  • Have experience in customer service.
  • Have previously worked in a call center.
  • Demonstrate excellent written and oral communication skills in French and English.

Preferred Skills

  • Interest in investments and stock markets.
  • Experience in IT support.

Mandatory Languages

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

Skills

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

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