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Investment Agent - 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 will act as a dedicated guide for thousands of clients in order to find unique solutions for each of them. Every interaction will therefore give you the opportunity to create an authentic client experience and make your mark through your personalized approach. You will be 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 Sales and Service - Remote Channels, 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 Gagné, Call Center Agent


  • Job stability

  • Competitive employee benefits

  • Numerous career opportunities

  • Culture of mutual support

  • Dynamic and stimulating environment

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Investment Agent - Technical Support

Job ID 15703074896 Date posted 10/05/2021

Primary Locations: Montreal, Quebec

Employee Status: Regular

Schedule: Full-time

  • Do you want to be part of the dynamic National Bank Direct Brokerage (NBDB) team?
  • Do you enjoy giving your full support to clients who contact you?
  • Do you want to learn more about the securities brokerage industry and make a real difference?

Then this role is for you!  

After you’re hired, you’ll follow a 6-week training program.  This will help you understand the evolving challenges facing the brokerage industry.  You will be in contact with multiple clients who choose to call NBDB and expect to receive an outstanding client experience while carrying out their transactions. 

Joining NBDB means growing in a dynamic environment and having the opportunity to learn and progress on a team that values collaboration, innovation, and client satisfaction.  

NBDB, a division of National Bank Financial Inc. is a securities brokerage firm where clients can carry out their transactions online or by phone with a representative. It offers a wide range of financial products and investment tools. NBDB offers National Bank clients and Canadian investors who are looking for autonomy and control an economical and efficient way to trade investment products across multiple platforms. It provides clients with the information and tools they need to make decisions and reach their financial objectives. 

Reporting to the Section Manager, your main challenges will be to:

  • Provide high quality customer service that reflects the values of National Bank and its clients
  • Identify and anticipate clients' needs and direct them to our electronic solutions
  • Offer our clients technical support over the phone
  • Assist the clients of various subsidiaries of Wealth Management with online tools
  • Help clients use our transaction website and assist them with various financial instruments such as stocks, ETFs, mutual funds, options, fixed income securities, and banking products
  • Carry out a variety of activities to develop the skills you require in your role (securities and IT)
  • Manage email requests sent by different Wealth Management subsidiaries through their online platforms
  • Identify opportunities to standardize and improve existing processes
  • Identify the risks inherent to sector activities
  • Manage emergency situations

  • College diploma (DEC) + 3 years relevant experience or Bachelor's degree in a related field + 6 months related experience
  • Experience in customer service
  • Experience working in a call centre
  • Ability to proactively offer products and services to clients
  • Business development experience, an asset
  • Bilingualism, spoken and written (English/French), essential 

Work environment  

  • You will be located at the NBDB offices at 1100 Robert-Bourassa, 7th floor, in Montreal. 
  • The main part of your role will be to answer clients' calls and support them over the phone. 90% of calls are incoming.
  • Each workstation is equipped with a computer screen and phone in an open-plan office
  • Accommodations can be made for work stations
  • Various IT applications will be used (mainly Windows, plus specific securities brokerage applications)
  • Business hours are Monday to Friday, 8:00 a.m. to 8:00 p.m.  You’ll work 37.5 hours per week, on rotation

At National Bank, we stand out by investing in our employees throughout their careers—as demonstrated when we were awarded silver in the "Most Innovative use of HR Technology" category at the 2020 Canadian HR Awards for our use of Axonify, a personalized learning solution that can be used every day.  

The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviours) of partnership, agility and empowerment count as much as the business objectives. 

Working at National Bank means having access to competitive working conditions, a wide range of employee benefits, a dynamic work environment and telemedicine services.   

National Bank values all aspects of diversity and sees it as a tremendous source of wealth. We want to offer an open, respectful work environment where all employees can achieve their full potential. Senior management has made a concrete commitment to promote this value across all sectors of the organization.  We're committed to providing accommodations as needed and ensuring accessibility during the recruitment process and after hiring.  If you have any specific needs, please let us know during our initial conversation and we'll be happy to accommodate you. 


JobField: Advisory Services, Call Centres

Unposting Date: 2021-10-29

Job Number: ADV001ER

Posting Date: 2021-10-05

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