Full-time

Brokerage Investment Agent

Posted by National Bank • June 06, 2026

📍 montreal, qc, Canada
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Description

A career as a direct brokerage investment agent in a call center means helping clients use our specialized stock trading tools online or by telephone. Thanks to your warm approach and your interest in the stock markets, you provide a human experience to our clients by supporting them in their transactions.


Your job

  • Answer customer calls and answer their questions on the stock market.
  • Offer customized electronic solutions to their requests.
  • Accompany the client on our trading platform and explain our specialized stock market trading tools.
  • Transmit instructions for deposits, withdrawals, transfers and currency conversions and ensure rigorous follow-up.
  • Listen to people's needs and solve sometimes complex situations.
  • Establish contacts with customers to create lasting business relationships.
  • Refer the client to one of your colleagues for specialized needs.
  • Ensure complianc...

Ready to Seal the Deal?

Submit your application today and take the next step in your career with National Bank.

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