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Financial Service Representative in investment (Hybrid) at National Bank Of Canada — NeverHard
Financial Service Representative in investment (Hybrid) at National Bank Of Canada in Greater Vancouver, British Columbia. View salary, required skills, and apply on NeverHard.
- Company
- National Bank Of Canada
- Location
- Greater Vancouver, British Columbia
- Type
- full_time
Attendance Hybrid Job number 33194 Category Support
Status:
Permanent Type of Contract Permanent
Schedule:
Full-Time Full Time / Part Time? Full-Time Posting date 15-May-2026
Area(s) of interest:
Advisory services, Personal banking
Location(s):
Vancouver A career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you'll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients.
Your job:
Optimize interactions with clients on the technical, administrative and operational aspects of their investment transactions.
Use an advisory approach by detecting opportunities and referring clients to the right specialist.
Propose transaction and investment solutions when analyzing client files, if required.
Support Financial Planners in data analysis and solving complex files to satisfy clients.
Ensure compliance with the processes used and the implementation of new features.
Ensure adherence to compliance and risk management rules.
Your team:
You'll be part of a team that stands out for its strong collaboration. Yo
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