Job Description

Primary Locations: Montreal, Quebec

Attendance: On-site

Employee Status: Regular

Schedule: Full-time

As a Direct Brokerage Investment Agent at the National Bank call centre, you’ll live your ambitions and have a positive impact on the lives of our clients, your colleagues, and your own life. For more information on the position, I propose that you watch this video: https://youtu.be/CIEnl-tLSuQ Your role

• Answer calls from clients to identify and anticipate their needs and direct them to our electronic solutions
• Provide technical support (IT telephone support) to our clients
• Assist clients with our transaction website and various financial instruments such as shares, ETFs, mutual funds, options, fixed-income securities, and banking products
• Identify opportunities to standardize and improve existing processes
• Identify the risks inherent to the sector’s activities

Your work schedule The call centre is open Monday to Friday from 8:00 a.m. to 8:00 p.m. and we answer calls from clients across Canada. Several work schedules are available. Your training You’ll start with 6 weeks of in-person training at 1100 Boulevard Robert-Bourassa in Montreal.
This will give you the opportunity to better understand the evolving challenges of the brokerage industry, experience the call centre environment and get to know your colleagues. Your team You’ll report to the Section Manager and routinely work with a team of one hundred experts in investing and other areas. Your career development We offer many career opportunities and value talent development. We encourage you to complete the Canadian Securities Course (CSC) so you can eventually grow at the Bank. Required skills

• Completed community college diploma or Diplôme d’études collégiales
• Customer service experience
• Experience working in call centres
• Ability to effectively communicate in French and English

Preferred skills

• Interest in investments and the stock market
• Business development experience

Your benefits
Upon hiring, you’ll be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive and flexible benefits for you and your family:

• Health and wellness program, including many benefits
• Flexible group insurance
• Pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Community involvement program
• Telemedicine
• Virtual sleep clinic

These are just some of the many benefits we offer.
We put people first:
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives.
Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that’s accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during our initial conversations.
We welcome all candidates! What can you bring to our team?