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Investment Agent Brokerage Technical Support

Your contribution

Working in a National Bank call centre means working at the heart of a banking transformation that helps clients obtain the service they want when they want it and through their choice of channel. You act as a dedicated guide for thousands of clients in order to find unique solutions for each of them. Every interaction gives you the opportunity to create an authentic client experience and make your mark through your personalized approach. You are the face of National Bank!

  • Profile: Interest in the financial industry
  • Experience: 2 years of relevant experience in financial services
  • Language: Bilingual (English and French)
  • Background: You have at least a high school diploma, a Cégep diploma (Quebec) or a Bachelor's degree, depending on the position you're applying for
  • Work environment Stimulating workspace promoting team synergy and professional development

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What does it take for a Call Centre employee to stand out on our team? Here are a few of the main characteristics: (1 Beginner – 10 Expert)

  • Communication skills 10
  • Listening skills 10
  • Customer service skills 10
  • Versatility 9
  • Team and community spirit 8
  • Autonomy 8
  • Sense of emergency 8
  • Analytical skills 7
Traits are on a scale of 0 to 10

5 key characteristics

  • Passionate about clients
  • Empathetic
  • Enthusiastic
  • Flexible
  • Collaborator

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At Customer Experience Centre, we work in a warm, friendly atmosphere where the team acts in the interests of other colleagues and have many different career opportunities. Who could ask for anything more?

– Steve, Customer Service Agent


  • Job stability

  • Competitive employee benefits

  • Numerous career opportunities

  • Culture of mutual support

  • Dynamic and stimulating environment

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Investment Agent Brokerage Technical Support

Job ID 45583971056 Date posted 03/06/2023

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.  

Your role

  • Answer calls from clients to identify and support them on our platform and explain our specialized stock trading tools.
  • 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
  • Ensure compliance and risk management rules

Your work schedule

The call centre is open Monday to Friday from 8:00 a.m. to 6:00 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
  • Experience in the field of IT support

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.

  • 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
  • Initiatives promoting community involvement
  • Telemedicine service
  • Virtual sleep clinic

These are a few of the benefits available to you. 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 pleasant employee experience.  We actively listen to employees’ ideas.  Whether through our surveys or programs, regular feedback is encouraged.

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?



JobField: Advisory Services, Call Centres

Unposting Date: 2023-03-31

Job Number: SEC001LS

Posting Date: 2023-03-06

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