Brokerage Investment Agent

at  National Bank of Canada

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 networks. We help them by providing them with information and tools relevant to their decision-making and the achievement of their financial objectives.

REQUIRED SKILLS

• Hold a college diploma (DEC) or equivalent
• Obtain the Canadian Security Course (CSC) - You can obtain it within 6 months of your hiring with a full refund following your successful completion.
• Obtain the Conduct and Practices Handbook Course (CPH) - You can obtain it within 6 months of your hiring with a full refund following your successful completion.
• Experience in customer service
• Experience in business development
• Good ability to communicate and write in French and English

Please refer the Job description for details