Brokerage Investment Agent

National Bank
Full-time montreal, qc Other-General
Posted:
June 04, 2026
Location:
montreal, qc, Canada

Job Description

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 complianc...

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Job Overview

Job Type: Full-time
Location: montreal, Canada
Posted: June 04, 2026
Deadline: July 14, 2026