Investment Agent In Call Center Montreal

Join National Bank as a Broker Investment Agent and assist clients in the world of stock trading through our tools. Deliver outstanding customer support while working from our call center or remotely. In your role, you will answer client inquiries, help in using online trading tools, and ensure transactions proceed smoothly. Your skills will create meaningful connections and provide solutions tailored to client needs. Collaboration with a team of investment specialists is key, all while adhering to compliance and risk management protocols. Key Responsibilities: Respond to customer inquiries about investments Customize electronic solutions to meet client needs Assist clients as they navigate trading platforms Transmit instructions for financial transactions Cultivate long-lasting relationships with clients Requirements: College diploma (DEC) or equivalent background Experience in customer service and business development Fluency in both French and English Completion of the Canadian Security Course (CSC) Must pass CPH course or ERCI within six months Bring your passion for finance and customer service to National Bank. Apply on Kit Job: kitjob.ca/job/2p27zc