National Bank of Canada is seeking a direct brokerage investment agent to assist clients with stock trading tools through a call center. The role involves answering customer inquiries, providing customized electronic solutions, and ensuring compliance and risk management rules.
Responsibilities
- 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
Skills
- Hold a college diploma (DEC) or equivalent
- Experience in customer service
- Experience in business development
- Good ability to communicate and write in French and English
- Obtain the Canadian Security Course (CSC)
- Obtain the Conduct and Practices Handbook Course (CPH)
- Pass the Canadian Regulatory Exam on Investments (ERCI) from the OCRI within 6 months of hiring
- Additional required languages: English, French
Benefits
- 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
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic
Company Overview
National Bank of Canada provides banking, investment, and financial services to individuals, businesses, and institutions across Canada. It was founded in 1859, and is headquartered in Calgary, Alberta, CAN, with a workforce of 10001+ employees. Its website is http://www.nbc.ca/.
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