Job Description
Overview
Elevate your career as a Senior Investment & Personal Banking Specialist in Brossard, Quebec. Engage with customers by delivering tailored financial solutions and trusted advice every day. This role focuses on providing exceptional service throughout the customer journey within the Canadian Banking Branch network.
Responsibilities
- Deliver customized financial solutions to clients
- Build robust relationships with existing and new customers
- Provide trusted financial advice throughout client interactions
- Focus on complex financial planning and strategies
- Engage collaboratively with peers and partners
Requirements
- Minimum two years in investment and credit product sales
- Proven sales management and marketing skills
- License to sell mutual funds in Canada
- Working towards CIFP Diploma or equivalent
- Bilingual proficiency in English and F...