Banque Nationale

Investment Agent - Direct Brokerage National Bank (with functional limitations)

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    Banque Nationale

    Investment Agent - Direct Brokerage National Bank (with functional limitations)

    Banque Nationale Montréal, Quebec

    Administrative Support
    Reference : SEC001L2
    Posted + 30 days ago | Still Open
    Permanent As soon as possible
    Banque Nationale


    **Regular, full-time position, targeting candidates with functional limitations – Fall 2018**

    ** **

    **General eligibility conditions for candidates:**

    * Be legally authorized to work in Canada, be at least 17 years old when employment starts.
    * Have a functional limitation as confirmed by a healthcare professional in a medical certificate OR in an official letter, issued within the last two years, from the integration service for persons with disabilities at an educational institution, a rehabilitation centre or a work placement centre for persons with disabilities. (The Bank reserves the right to request a more detailed medical certificate).

    **Work environment: **

    * You will be located at the NBDB offices, 1100 Robert-Bourassa, 7th floor, in Montreal.
    * In your role, you will be called on to handle and support clients over the phone for the majority of your work. 90% incoming calls.
    * Each workstation is equipped with a computer screen and telephone in an open-plan office
    * Accommodations can be made for work stations.
    * Various IT applications will be used (mainly Windows, plus specific securities brokerage applications)
    * Business hours are Monday to Friday, 8:00 a.m. to 8:00 p.m. Schedule is 37.5 hours per week, on rotation

    **Job description:**

    * Do you want to be part of the dynamic National Bank Direct Brokerage (NBDB) team?
    * Do you enjoy giving your full support to clients who contact us?
    * Do you want to learn more about the securities brokerage industry and do you want to make a difference?

    Then this role is for you! After you’re hired, you’ll follow a 6-week training program. This will help you understand the evolving challenges in the brokerage industry. You will be in contact with multiple clients who choose to call NBDB and expect to receive an outstanding client experience while carrying out their transactions. Joining NBDB means growing in a dynamic environment and having the opportunity to learn and progress in a team that values collaboration, innovation and client satisfaction.

    NBDB, a division of National Bank Financial Inc., offers a wide range of financial products and investment tools. NBDB is a discount securities brokerage firm where clients can carry out their transactions online or by phone with a representative. NBDB offers National Bank clients and Canadian investors, who are looking for autonomy and control, an economical and efficient way to trade investment products across multiple platforms. It provides clients with the information and tools needed for them to make decisions and reach their financial objectives.

    Reporting to the section manager, your main challenges will be to:

    * Take orders to buy and sell investment instruments
    * Verify client identities and ensure the accuracy of information obtained
    * Assist clients with financial instruments
    * Inform clients about the accounts offered and available tools
    * Ensure that compliance and risk management rules are followed before accepting and authorizing client transactions, in line with the policies, standards and procedures established by the Bank and the sector's regulatory bodies
    * Refer clients who require more specific expertise to the people who can give them the information they need
    * Establish and maintain effective communications with the various parties involved in the files
    * Provide clients with information and explanations about the particulars and legislation surrounding each financial instrument and type of account
    * Resolve situations or problems to clients' satisfaction

    More specifically, you will:

    * Provide clients and branch advisors with assistance and information about the products, services and promotions offered by NBDB
    * Respond to clients' requests, maintaining a high level of customer service and being proactive in a call centre environment
    * Carry out transactions on the stock market and with specialized financial products as requested by clients
    * Open retail and special accounts in keeping with existing regulations
    * Promote Bank and direct brokerage products and services
    * Show clients the different tools available on NBDB's website
    * Call existing clients to present our products and services or regularize a situation

    * College diploma (DEC) + 3 years relevant experience or Bachelor's degree in a related field + 6 months related experience
    * Canadian Securities Course (CSC) completed or commitment to successfully complete it within 5 months of hiring
    * CSI's Conduct and Practices Handbook course completed or commitment to successfully complete it within 5 months of hiring
    * Experience in the securities industry, an asset
    * Customer service experience
    * Business development experience, an asset
    * Experience in call centres, an asset
    * Ability to proactively offer products and services to clients
    * Bilingualism, spoken and written (English/French), essential

    ** **

    **Registration process:**

    1\. Apply directly online via [our caree
    ... See more
    r page]( Be sure to attach the following documents to your application:

    * Proof of a functional limitation issued within the past two years (medical certificate or letter from the integration service for persons with disabilities from an educational institution, a rehabilitation centre or a work placement centre for persons with disabilities). Fees can be refunded for a medical certificate upon presentation of a valid receipt
    * Your résumé
    * A cover letter explaining why you would be the best candidate for this job.

    IMPORTANT: Please make sure you have attached **all the relevant documents **to your file before finalizing the application.

    2\. If you cannot apply online, please email all the documents to [](

    3\. _We encourage all candidates, with or without functional limitations, to submit their applications to National Bank since we have a number of similar or related positions to fill. Please refer to our job site to consult the different job offers._

    _ _

    _Visit the diversity section of our career site _[_]( for more information on our programs._

    _We strive to be an inclusive organization where all employees are valued. National Bank stands out for its many initiatives to promote inclusion, making it a Canada-wide leader in diversity._

    _ _

    _#LI-BNC _

    Banque Nationale

    Banque Nationale

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