Financial Service Representative in investment
National Bank of Canada • vancouver, Canada
Role Description
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 ...
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 ...