Financial Representative in Investments
National Bank of Canada • vancouver, Canada
Role Description
Join National Bank as a Financial Representative in Investments to support client success through effective engagement and administrative assistance.
In this role, you will aid Financial Planners in their investment-related tasks, ensuring streamlined operations and compliance. Your expertise in customer service and investment knowledge will help identify client opportunities and propose tailored solutions to meet their needs. You'll enjoy a supportive team atmosphere that encourages continuous learning and development.
Key Responsibilities: • Facilitate client interactions on investment transactions • Utilize an advisory approach to uncover opportunities • Propose investment solutions based on client analysis • Support Financial Planners with complex file management • Ensure adherence to compliance guidelines
Requirements: • High school diploma and 3 years of relevant experience • Mutual Fund Representative license or certification within 3 months • Experien...
In this role, you will aid Financial Planners in their investment-related tasks, ensuring streamlined operations and compliance. Your expertise in customer service and investment knowledge will help identify client opportunities and propose tailored solutions to meet their needs. You'll enjoy a supportive team atmosphere that encourages continuous learning and development.
Key Responsibilities: • Facilitate client interactions on investment transactions • Utilize an advisory approach to uncover opportunities • Propose investment solutions based on client analysis • Support Financial Planners with complex file management • Ensure adherence to compliance guidelines
Requirements: • High school diploma and 3 years of relevant experience • Mutual Fund Representative license or certification within 3 months • Experien...