Found Description
Financial Service Representative in investment
Hybrid
Job number: 33194
Category: Support
Status: Permanent
Schedule: Full-Time
Expires: 15-May-2026
Area(s) of interest: Advisory services, Personal banking
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.
Responsibilities
- 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.
- Suppor...
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