Senior Investment & Personal Banking Specialist-René- Levesque & Robert- Bourassa, Montreal, Quebec

Job description

Requisition ID: 254845 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, 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: Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have: - 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 - Focus on complex solutions and comprehensive financial planning - Be results-driven - Be highly engaged - Demonstrate a collaborative approach when dealing with peers, customers, and partners - Build relationships, focusing on providing a great client exp...