Senior Investment & Personal Banking Specialist- Sherbrooke, QC

Title: Senior Investment & Personal Banking Specialist- Sherbrooke, QC Requisition ID:

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.

Responsibilities

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

Understand customers’ financial goals and preferences, analyze their needs and recommend the appropriate strategies and solutions to help them achieve their goals

Focus on complex solutions and comprehensive financial planning

Be results‑drive...