Opportunity Description
Requisition ID:
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
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
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
Be highly engaged
Demonstrate a collaborative approach when dealing with peers, customers, and partners
Build relationships, focusing on providing a great clie...
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
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
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
Be highly engaged
Demonstrate a collaborative approach when dealing with peers, customers, and partners
Build relationships, focusing on providing a great clie...
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