Personal Banking Specialist, Investment & Retirement Planning - Queen Mary, Montreal

Title: Personal Banking Specialist, Investment & Retirement Planning - Queen Mary, Montreal

Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.

Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

• Conducting in-depth reviews for assigned clients including retirement planning, wealth a...