Investment & Personal Banking Specialist Sherbrooke
5 days 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.
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Personal Banking Associate
2 weeks ago
Sherbrooke, Canada BMO Financial Group Full time4857 boul Bourque, #11 Sherbrooke Quebec,J1N 1E8 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...
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Personal Banking Associate
1 week 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...
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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 with BMO partners to deliver the desired customer experience and achieve...
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Personal Banker- Fleurimont
2 weeks ago
Sherbrooke, Canada TD Securities Full timeWork Location: Sherbrooke, Quebec, Canada Hours: 37.5 Line Of Business: Personal & Commercial Banking Pay Details: $50,600 - $71,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and...
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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...
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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...
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Customer Service Representative Sherbrooke
5 days 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...
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Banking Advisor
4 weeks ago
Sherbrooke, Canada RBC Full timeJob SummaryJob DescriptionThis is an opportunity for candidates to express their interest in current and future positions of Sherbrooke, Lennoxville, Coaticook locations.What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help...
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Personal Banker: Investment
4 weeks ago
Sherbrooke, Canada TD Full timeA leading financial institution in Sherbrooke is seeking a Personal Banker to provide tailored financial advice and solutions to customers. The ideal candidate will support clients in achieving their financial goals through effective communication and a deep understanding of banking products. A high school diploma and relevant experience are required. The...
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Personal Banker: Investment
4 weeks ago
Sherbrooke, Canada TD Full timeA leading financial institution in Sherbrooke is seeking a Personal Banker to provide tailored financial advice and solutions to customers. The ideal candidate will support clients in achieving their financial goals through effective communication and a deep understanding of banking products. A high school diploma and relevant experience are required. The...
