Attendance On-Site Job number 34313 Category Professional Status: Permanent State Quebec Type of Contract Permanent Country Canada Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 15-Jul-2026 $ 59350 Salary: starting at $ 59350 per year Area(s) of interest: Advisory services, Call centres Location(s): Montreal

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As an Investment Advisor at the National Bank call centre, you'll live up to your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. Through your friendly approach and the quality of your advice, you'll provide clients with a personalized experience and recommend savings products for their needs.

Your role

Take calls from clients and answer their questions.
Recommend customized savings solutions.
Listen to people's needs and resolve situations that may be complex.
Provide advice and recommend investment solutions.
Complete transactions into the investment accounts of customers.
Direct clients to your colleagues for their specialized needs.
Ensure adherence to compliance and risk management rules.

The customer contact center is open Monday to Thursday from 8:00 a.m. to 6:15 p.m. and Friday from 8:00 a.m. to 5:15 p.m. Different work schedules are possible.

Your team

The position reports to the Director of Investment Solutions and you work daily with a team of around 100 specialists in investment, credit, mortgage financing and more. You'll report to the Investment Solutions Manager and routinely work with a team of hundreds of experts specializing in investment, credit, mortgage financing, and other areas.

Our team values passionate people and bold ideas. We work together to ensure our clients can meet their objectives and our colleagues can do what they love. We rely on our colleagues to share knowledge and help each other.

Your training and development

You'll begin with a full time, on-the-job training during which time you'll experience the call centre environment and get to know your teammates. The training program focuses on hands-on learning which will help you to learn about your role, our products and our technologies.

Requirements

College diploma (DEC) or equivalent.
Mutual fund representative (MFR) licence – You can obtain this licence within 6 weeks following your start date with a full refund once you have successfully obtained it.
Ability to adapt to various situations

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Languages: English, French Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

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Communication Diversity & Inclusion Driving Results Emotional Intelligence Proposal Generation Stress Management Teamwork Accountability Client-focused Detail-oriented Empathy Initiative Know Your Customer Verification Learning Agility Resiliency Your benefits 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:
* Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
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