Investment Agent Brokerage Technical Support
Primary Location : CA-QC-Montreal Island-Montreal
Employee Status : Regular :
Schedule : Full-time :
As a Direct Brokerage Investment Agent at the National Bank call centre, you’ll live your ambitions and have a positive impact on the lives of our clients, your colleagues, and your own life.
Your role
Answer calls from clients to identify and support them on our platform and explain our specialized stock trading tools.
Provide technical support (IT telephone support) to our clients
Assist clients with our transaction website and various financial instruments such as shares, ETFs, mutual funds, options, fixed-income securities, and banking products
Identify opportunities to standardize and improve existing processes
Ensure compliance and risk management rules
Your work schedule
The call centre is open Monday to Friday from 8:00 a.m. to 6:00 p.m. and we answer calls from clients across Canada. Several work schedules are available.
Your training
You’ll start with 6 weeks of in-person training at 1100 Boulevard Robert-Bourassa in Montreal.
This will give you the opportunity to better understand the evolving challenges of the brokerage industry, experience the call centre environment and get to know your colleagues.
Your team
You’ll report to the Section Manager and routinely work with a team of one hundred experts in investing and other areas.
Your career development
We offer many career opportunities and value talent development. We encourage you to complete the Canadian Securities Course (CSC) so you can eventually grow at the Bank.
Required skills
Completed community college diploma or Diplôme d’études collégiales
Customer service experience
Experience working in call centres
Ability to effectively communicate in French and English
Preferred skills
Interest in investments and the stock market
Experience in the field of IT support
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
Initiatives promoting community involvement
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 pleasant employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback is encouraged.
We put 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 people’s 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’s accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during our initial conversations.
We welcome all candidates! What can you bring to our team?
#LI-AC1
Job field : Securities and brokerage
Job Posting : Mar 6, 2023
Unposting Date : Mar 31, 2023
Work Postal Code: : H3B2G7
Job Number : SEC001LS
Req ID: SEC001LS
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