Investment Advisor

A career as an Investment Advisor in the National Bank call centre means helping our clients achieve their goals. Through your warm approach and the quality of your advice, you’ll provide a human experience by offering savings products that meet our clients’ needs.

Your role

• Answer calls from our clients and respond to their questions.
• Recommend personalized savings solutions based on each client’s profile.
• Listen carefully to clients’ needs and resolve situations that can sometimes be complex.
• Provide advice and offer investment solutions.
• Connect with our clients to build lasting business relationships.
• Refer clients to your colleagues for specialized needs.
• Ensure compliance with regulatory and risk management standards.

The Client Contact Centre is open Monday to Thursday from 8:00 a.m. to 6:00 p.m. and Friday from 8:00 a.m. to 5:00 p.m. All employees are required to work two closing shifts per week.

Your team

This position reports to the Investment Solutions Manager, and you’ll be part of a team of investment advisors and specialists.

Our team values agility and collaboration to help our clients achieve their goals. We also encourage sharing best practices and supporting one another.

Your training and development

You’ll begin with full-time, on-site training. This will give you the opportunity to experience the call centre environment and get to know your colleagues. The training program uses a hands-on learning approach to help you become familiar with your role, our products, and our technologies.

Requirements

• Hold a college diploma (DEC) or equivalent.
• Hold a Mutual Fund Representative licence (MFR). You must obtain it within six weeks of starting the position.
• Experience in customer service, along with an inclusive attitude and respectful behaviour toward individual differences.

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