Investment & Personal Banking Specialist - Granby, QC

Title: Investment & Personal Banking Specialist - Granby, 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.

Responsibilities 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 providing a great client experience and growing ...