Job Description
Investment & Personal Banking Specialist – Saint-Romuald, QC
Requisition ID:
About the role
As an Investment & Personal Banking Specialist you are customer‑centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer’s journey.
Key Responsibilities
- Be passionate about financial sales as well as delivering trusted financial advice to customers
- Educate customers, providing relevant insights and expert advice
- Create financial plans, leveraging relevant financial planning tool modules and select advice-based tools and resources
- Understand the importance of being results‑driven
- Demonstrate a collaborative approach when dealing with peers, customers, and partners
- Build relationships, focusing on providing a great client experience and growing long‑standing relations...