Publié il y a 10 jours
Financial Service Representative
@ NATIONAL BANK OF CANADA
Sherbrooke, Québec
Résumé des exigences :
- Propose transaction and investment solutions when analyzing client files, if required.
- High school diploma and 3 years of relevant experience or college diploma and 1 year of relevant experience
- Mutual Fund Representative (MFR) license (or obtain certification within 3 months of hiring)
- Experience in customer service and interest in business development
- Basic investment knowledge
- Experience in administrative support and in processing investment, financing and transaction products
Source et dates
Type de source non vérifié · apify-linkedin
- Date publiée par l’employeur
- 2026-11-03
- Première détection par notre source
- 2026-11-14
- Mise à jour du dossier source
- 2026-11-14
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
NATIONAL BANK OF CANADA
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Description complète de l’entreprise
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large. We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies. Together we can achieve great things and create a positive impact. Want to learn more about us? For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.
- Abonnés LinkedIn
- 293 456
- Personnes associées sur LinkedIn
- 18 893
- Bureaux déclarés
- 800 Rue Saint-Jacques, Montreal, Quebec H3C 1A3, CA
- Catégories d’activité
- Wealth Management
- Finance
- Digital Marketing
- Banking
- Fraud Detection
- Personal Finance
- Insurance
- FinTech
- Financial Services
- Customer Service
- Autres noms enregistrés
- National Bank of Canada
- NATIONAL
- Spécialités
- Bancaire
- Investissement
- Courtage
- Assurance
- Technologie de l'information
- Données
- Conformité
- Entreprise
- Hypothèque
- Service client
- Trésorerie
- Gestion privée
- Retraite
- Banking
- Finance
- Trading
- Mastercard
- Investment
- Insurance
- Trust
- Information technology
- Client data
- Compliance
- Commercial banking
- Mortgage
- Retirement
- Private banking
- Customer service
- and Treasury
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large. We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and…
| Champ | Valeur |
|---|---|
| Secteur | Banking |
| Taille | 10,001+ employees |
| Siège social | Montreal, Quebec |
| Type d’organisation | Public Company |
| Spécialités | BancaireInvestissementCourtageAssuranceTechnologie de l'informationDonnéesConformitéEntrepriseHypothèqueService client |
| Offres sur Jobsy | 469 |
| Voir la page |
A career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients.
Your job:
- Optimize interactions with clients on the technical, administrative and operational aspects of their investment transactions.
- Use an advisory approach by detecting opportunities and referring clients to the right specialist.
- Propose transaction and investment solutions when analyzing client files, if required.
- Support Financial Planners in data analysis and solving complex files to satisfy clients.
- Ensure compliance with the processes used and the implementation of new features.
- Ensure adherence to compliance and risk management rules.
Your team:
You’ll be part of a team that stands out for its strong collaboration. You’re known for your empathy and open-mindedness. You’ll have the opportunity to develop your skills through training, hands-on learning and discussions with your partners. This position reports to the Financial Planner Manager.
This position requires you to be present in the workplace in order to fulfil client and operational needs. We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.
Prerequisites:
- High school diploma and 3 years of relevant experience or college diploma and 1 year of relevant experience
- Mutual Fund Representative (MFR) license (or obtain certification within 3 months of hiring)
- Experience in customer service and interest in business development
- Basic investment knowledge
- Experience in administrative support and in processing investment, financing and transaction products
- Proficient with IT tools and comfortable navigating digital tools
- Ability to rigorously manage several requests at the same time
Languages: French
Required skills: Client Education, Client Engagement, Client-focused, Communication, Driving Results, Emotional Intelligence, Finance, Information Analysis, Insurance, Investments, Learning Agility, Organization Skills, Proposal Generation, Readiness, Retirement Planning, Solution implementation, Standards Compliance, Succession products and services, Taxations, Teamwork
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 such as:
* 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
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
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 positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
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 inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. 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?
Join us!
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