investment dealer
Title posted on Jobillico - Agent d'investissement courtage
Posted on July 28, 2026 by Employer details National Bank
Job details
A career as a direct brokerage investment agent in a call center means helping clients use our specialized stock trading tools online or by telephone. Thanks to your warm approach and your interest in the stock markets, you provide a human experience to our clients by supporting them in their transactions. <div><br></div><div><strong>Your job</strong></div><div><ul><li>Answer customer calls and answer their questions on the stock market. </li><li>Offer customized electronic solutions to their requests. </li><li>Accompany the client on our trading platform and explain our specialized stock market trading tools. </li><li>Transmit instructions for deposits, withdrawals, transfers and currency conversions and ensure rigorous follow-up. </li><li>Listen to people's needs and solve sometimes complex situations. </li><li>Establish contacts with customers to create lasting business relationships. </li><li>Refer the client to one of your colleagues for specialized needs. </li><li>Ensure compliance and risk management rules. </li></ul></div><div><br></div><div>The center is open Monday to Friday from 8:00 a.m. to 6:00 p.m. Several working hours are possible. Possibility of working from home after your training and integration. </div><div><br></div><div>National Bank Direct Brokerage offers customers and investors seeking autonomy and control an economical and efficient way to transact investment products on multiple platforms. We help them by providing them with information and tools relevant to their decision-making and the achievement of their financial objectives. </div><div><br></div><div><strong>Your team: </strong></div><div><br></div><div>The position reports to the direct brokerage director and you collaborate daily with a team made up of around 60 investment specialists. </div><div><br></div><div><strong>Your training and development </strong></div><div><br></div><div>Your start consists of 6 weeks of on-the-job training. This allows you to better understand the evolving challenges of the brokerage industry, experience the environment of a call center and get to know your colleagues. Career opportunities are numerous and we value the development of our skills. </div><div><br></div><div><strong>Required skills </strong></div><div><ul><li>Hold a college diploma (DEC) or equivalent</li><li>Experience in customer service </li><li>Experience in business development </li><li>Good ability to communicate and write in French and English</li></ul><div><br></div><div><br></div><ul><li>Obtain the Canadian Security Course (CSC)</li><li>Obtain the Conduct and Practices Handbook Course (CPH)</li></ul><div>OR</div><ul><li>Pass the Canadian Regulatory Exam on Investments (ERCI) from the OCRI within 6 months of hiring.</li></ul><div><br></div></div><div><span>#sacC</span></div><div> </div><div> </div><div> </div><div> </div><div> </div><div> </div><div> </div><div> </div><div> </div><div> </div><div> </div><div> </div><div> </div><div> </div><div> </div><div> </div><div> </div><div> </div><div> </div><div> </div><div> </div><div> </div><div></div> <div><strong>Your benefits </strong></div><div>In addition to competitive compensation, upon hiring you?ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as: </div><div><br></div><div>* Health and wellness program, including many options </div><div>* Flexible group insurance </div><div>* Generous pension plan </div><div>* Employee Share Ownership Plan </div><div>* Employee and family assistance program </div><div>* Preferential banking services </div><div>* Involvement in community initiatives </div><div>* Telemedicine service </div><div>* Virtual sleep clinic </div><div><br></div><div>We have an offer that keeps up with trends as well as your needs and those of your family. </div><div><br></div><div>Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees? ideas. Whether th- Location Montréal, QC
- Work location On site
- Salary$59,375YEAR annually
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Jobillico #17392854
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