Investment & Personal Banking Specialist Sherbrooke
1 week ago
Requisition ID: 176400 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. **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 - Be highly engaged - Demonstrate a collaborative approach when dealing with peers, customers, and partners - Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers **Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**: - Sales management experience and the ability to market Scotiabank - The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers - A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent) **What’s in it for you?** - A competitive compensation and benefits package - Ability to make a lasting impact on customers - An inclusive culture where we value and recognize our employees’ contributions - An organization committed to making a difference in our communities - for you and your customers - You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers - You’ll receive clear transparent criteria to progress in your career Location(s): Canada : Quebec : Sherbrooke Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
-
Personal Banking Associate
2 weeks ago
Sherbrooke, Canada BMO Financial Group Full time955 King Street East Sherbrooke Quebec,J1G 1E3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Personal Banking Associate
6 days ago
Sherbrooke, Canada BMO Financial Group Full time2959 rue King ouest Sherbrooke Quebec,J1L 1C7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Personal Banking Associate
3 days ago
Sherbrooke, Canada BMO Financial Group Full time2959 rue King ouest Sherbrooke Quebec,J1L 1C7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer...
-
Sherbrooke, Canada Banque Nationale du Canada Full timeA Canadian financial institution in Sherbrooke is seeking a Banking Advisor to deliver exceptional client experiences and offer personalized banking solutions. The role demands strong advisory skills and the ability to address client needs effectively. Ideal candidates are open to obtaining a mutual fund representative licence and possess the necessary...
-
Customer Service Representative Sherbrooke
1 week ago
Sherbrooke, Canada Scotiabank Full timeRequisition ID: 170522 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Customer Service Representative - Sherbrooke **What you’ll be doing** Our Customer Service Representative Sherbrooke are the face, character and heart of our banks. Scotiabank is a place where we put our customers first, and our...
-
Personal Banking Trainee
3 days ago
Sherbrooke, Canada BMO Financial Group Full time2959 rue King ouest Sherbrooke Quebec,J1L 1C7 **At BMO you can find a path, pursue your passions, and make your mark!** Grow a career and join a team that understands your needs and invests in your strengths!**: **We are actively seeking **new or recent graduates** (college or university), passionate about banking, and are** available full-time,** to join...
-
Sherbrooke, Canada TD Securities Full timeA leading investment banking firm is looking for a part-time Customer Experience Associate in Sherbrooke, Canada. The role involves processing financial transactions, understanding customer needs, and promoting banking solutions. Ideal candidates will have a High School diploma and experience in customer service. Strong organizational and communication...
-
Banking advisor
1 week ago
Sherbrooke, Canada Banque Nationale du Canada Full timeArea(s) of interest: Advisory services, Personal banking Location(s): Sherbrooke A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to...
-
Customer Experience Associate
1 week ago
Sherbrooke, Canada TD Full timeCustomer Experience Associate - Sherbrooke King, QC - 25H Join to apply for the Customer Experience Associate - Sherbrooke King, QC - 25H role at TD Work Location: Sherbrooke, Quebec, Canada Hours: 25 Line Of Business: Personal & Commercial Banking Pay Details: $22.00 - $27.21 CAD TD is committed to providing fair and equitable compensation opportunities to...
-
Business Advisor- Sherbrooke,qc
3 days ago
Sherbrooke, Canada Scotiabank Full timeRequisition ID: 221639 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...
