Title: Investment & Personal Banking Specialist - Plaza Langelier, St. Leonard, 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.

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
• Demonstrate a collaborative approach when dealing with peers, customers, and partners
• Build relationships, focusing on pro...