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As an Investment Advisor at the National Bank call centre, you’ll live up to your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. Through your friendly approach and the quality of your advice, you’ll provide clients with a personalized experience and recommend savings products for their needs.

REQUIREMENTS

• College diploma (DEC) or equivalent.
• Mutual fund representative (MFR) licence – You can obtain this licence within 6 weeks of hiring with a full refund once you have successfully obtained it.
• Ability to adapt to various situations
  

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• Take calls from clients and answer their questions.
• Recommend customized savings solutions.
• Listen to people’s needs and resolve situations that may be complex.
• Provide advice and recommend investment solutions.
• Complete transactions into the investment accounts of customers.
• Direct clients to your colleagues for their specialized needs.
• Ensure adherence to compliance and risk management rules.
  The call centre is open Monday to Friday from 8:00 a.m. to 8:00 p.m. Different work schedules are possible.