Financial Representative in Investments

Join National Bank as a Financial Representative in Investments to support client success through effective engagement and administrative assistance.
In this role, you will aid Financial Planners in their investment-related tasks, ensuring streamlined operations and compliance. Your expertise in customer service and investment knowledge will help identify client opportunities and propose tailored solutions to meet their needs. You'll enjoy a supportive team atmosphere that encourages continuous learning and development.
Key Responsibilities:
• Facilitate client interactions on investment transactions
• Utilize an advisory approach to uncover opportunities
• Propose investment solutions based on client analysis
• Support Financial Planners with complex file management
• Ensure adherence to compliance guidelines
Requirements:
• High school diploma and 3 years of relevant experience
• Mutual Fund Representative license or certification within 3 months
• Ex...