Job Description
Senior Investment & Personal Banking Specialist-Sherbrooke & Harvard, Montreal, Quebec
Requisition ID: 246122
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**About the role**
As a Senior Investment & Personal Banking Specialist Trainee, 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
+ Provide a full range of customized financial solutions using a financial planning approach
+ Understanding customers’ financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals
+ ...
Requisition ID: 246122
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**About the role**
As a Senior Investment & Personal Banking Specialist Trainee, 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
+ Provide a full range of customized financial solutions using a financial planning approach
+ Understanding customers’ financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals
+ ...
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