Job Description
Investment & Personal Banking Specialist - Lachine, QC
Requisition ID: 264527
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**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.
**Is this role right for you? In this role, you will:**
+ 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
+ Be highly engaged
+ Demonstrate a collaborative approach when deal...
Requisition ID: 264527
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**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.
**Is this role right for you? In this role, you will:**
+ 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
+ Be highly engaged
+ Demonstrate a collaborative approach when deal...