Investment Agent, Technical Support

A career as a Investment Agent Technical Support in the National Bank's direct brokerage team means acting as a technical support expert and customer support specialist in investment matters. This job allows you to have a positive impact through your customer service and financial technology skills.

Your Job

• Answer customer calls to assist them in using the trading platform and tools.
• Provide technical phone support to resolve issues encountered by users.
• Guide customers in using our transactional site and financial instruments such as stocks, ETFs, mutual funds, options, fixed income securities, and banking products.
• Identify and propose opportunities for process improvement and standardization.
• Ensure compliance and risk management rules are followed.

Your Work Schedule

The center is open Monday to Friday from 8:00 AM to 6:00 PM, and we serve customers from all over Canada.

Your T...