Your job

• 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
• Perform the opening of special accounts and special accounts
• 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. 

Thanks to your warm approach, you provide a human experience to customers by making their stock market transactions online or by phone. National Bank Direct Brokerage therefore offers Canadian clients and investors seeking autonomy and control an economical and efficient way to transact investment products, on multiple networks, by providing them with information and tools relevant to their decision-making and the achievement of their financial objectives.

Your work schedule
Open Monday to Friday from 8:00 a.m. to 6:00 p.m. Several working hours are possible.

Your training
Your start consists of a 6-week training. 
This allows you to better understand the evolving challenges of the brokerage industry, experience the work environment and get to know your teammates.

Your team
The position reports to the direct brokerage section manager and you collaborate daily with a team of a hundred investment specialists and more.

Required skills

• Diploma of College Studies completed
• Experience in customer service
• Experience in business development
• Good ability to communicate and write in English, Mandarin

Privileged skills

Interest in investments and the stock market.

Your career developement

We encourage our employees' development, and we value the development of our talents. We will encourage you to complete the Securities Course (CSC) to eventually allow you to evolve within the Bank.

Your advantages
As soon as you are hired, we offer you several advantages so that you can flourish. In addition to a competitive remuneration, we offer several flexible and advantageous benefits for you and your loved ones:

• Health and wellness program with many benefits
• Flexible group insurance
• Pension Plan
• Employee Stock Purchase Plan
• Employee and Family Assistance Program
• Banking benefits
• Community Involvement Program
• Telemedicine
• Online Sleep Clinic

These benefits are just a few of the many others available to you. In the context of the pandemic we are experiencing, the entire team is teleworking. Several additional measures are also put in place to promote your health, safety and well-being.