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Investment Agent Brokerage

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

Job ID 18403759312 Date posted 11/18/2021

Primary Locations: Toronto, Ontario

Employee Status: Regular

Schedule: Full-time

A career in the brokerage industry at National Bank means contributing to the Bank's transformation and having a direct impact on clients.

As an Investment Agent, you will support clients who contact you by providing superior customer service in line with National Bank's values.

Two different levels of positions and responsibilities are available. If you haven't completed the Canadian Securities Course, we encourage you to apply for it. You’ll be able to grow in your position, complete the courses required for the licence and advance in your career. 

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

After you're hired, you’ll follow a complete training program. This will help you understand the evolving challenges in the brokerage industry. Joining NBDB means growing in a dynamic environment and having the opportunity to learn and progress in a team that values collaboration, innovation and client satisfaction.  

Your role

  • Support clients who use our transaction website to trade various financial instruments such as shares, ETFs and fixed-income securities
  • Send deposit, withdrawal, transfer and currency conversion instructions, and ensure diligent follow-up
  • Support our new clients who want to trade financial products by ensuring that their accounts are operational
  • Transmit transactions for financial products that aren’t available online, including securities listed on North American and international stock markets
  • Ensure that compliance and risk management rules, as well as the policies, standards and procedures established by the Bank and the sector’s regulatory bodies are followed

You are interested in this role? Apply now!


Required skills

  • College diploma (DEC) and 3 years of relevant experience or Bachelor’s degree in a related field and 6 months of relevant experience
  • Canadian Securities Course (CSC) completed or commitment to successfully complete it within 6 months of hiring
  • CSI's Conduct and Practices Handbook course completed or commitment to successfully complete it within 6 months of hiring
  • Customer service experience
  • Bilingualism, spoken and written (English and Mandarin)

Preferred skills

  • Client-centric
  • Strong communication skills
  • Resourcefulness and organizational skills

Your benefits

Upon hiring, you’ll be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

Health and wellness program, including many benefits

Flexible group insurance

Defined benefit pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community involvement program


Virtual sleep clinic

These are just some of the many benefits we offer. Due to the current pandemic, our entire team is working remotely. We’ve also rolled out several additional measures to ensure your health, safety, and wellbeing during the pandemic.

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 accommodation, feel free to let us know during our initial conversations.

We welcome all candidates! What can you bring to our team?

Are you ready to live your ambitions?

JobField: Advisory Services, Call Centres

Unposting Date: 2021-12-18

Job Number: ADV001MG

Posting Date: 2021-11-18

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