Investment & Personal Banking Specialist
5 days ago
Requisition ID: 170481 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 Trainee 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 : Boucherville 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
1 week ago
Boucherville, Canada BMO Financial Group Full time1001 boul Montarville, Unit 34 Boucherville Quebec,J4B 6P5 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...
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Banking Advisor
2 weeks ago
Boucherville, Canada National Bank of Canada Full time**Primary Locations**: **Boucherville, Quebec** **Employee Status**: **Regular** **Schedule**: **Part-time** **Hours Number**: **35** As a Banking Advisor at the National Bank, you'll 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 provide...
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Banking Advisor
1 week ago
Boucherville, Canada National Bank of Canada Full time**Primary Locations**:Boucherville, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: As a Banking Advisor at the National Bank, you'll 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 provide high-quality...
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Personal Banker
6 days ago
Boucherville, Canada BMO Financial Group Full time1001 boul Montarville, Unit 34 Boucherville Quebec,J4B 6P5 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...
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Personal Banker
4 days ago
Boucherville, Canada BMO Financial Group Full time1001 boul Montarville, Unit 34 Boucherville Quebec,J4B 6P5 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...
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Advisor, Investment and Financing
1 day ago
Boucherville, Canada Desjardins Full timeAdvisor, Investment and Financing Desjardins Locations: Brossard, Saint‑Eustache, St‑Bruno‑de‑Montarville (Montérégie region) Position: Full‑time, Entry Level (Finance and Sales, Banking) Salary: CA$90,000.00 – CA$110,000.00 (Industry typical range) Responsibilities Attend to members’ investment and financing needs while ensuring quality...
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Financial Advisor
6 days ago
Boucherville, Canada Scotiabank Full timeRequisition ID: 183208 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/ Boucherville/ Permanent/ Full-time 37.5h you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking...
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Conseiller(ère) à La Clientèle
2 days ago
Boucherville, Canada BMO Financial Group Full time1001 boul Montarville, Unit 34 Boucherville Quebec,J4B 6P5 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...
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Manager, Personal Financial Services
2 weeks ago
Boucherville, Canada TD Full timeDescription :CUSTOMERAct as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking products/services or policies/proceduresProvide sound advice with every customer interaction, contributing to an exceptional...
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Premium Banker
2 weeks ago
Boucherville, Canada HSBC Full timeOpening up a world of opportunity. We're a financial services organization serving more than 39 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our...
