Personal Finance Advisor - Brossard - beBeeInvestment

    beBeeInvestment
    beBeeInvestment Brossard

    2 weeks ago

    Job title: Investment & Personal Banking Specialist - Champlain Mall, Brossard, QC

    Description

    About the Role

    The role of an Investment and Personal Banking Specialist is to connect with people in a relatable way, being customer-centric and passionate about financial sales.

    This means:

    • Providing trusted financial advice to customers using relevant insights and expert knowledge.
    • Educating customers on personal banking options and creating financial plans leveraging tools resources for growth potential.

    The right candidate will have strong knowledge of English, interacting collaborating with Toronto groups individuals locally elsewhere. This position requires effective communication skills to interact local colleagues act as guidance support customer needs developing long-standing relationships with existing clients experience progress career transparent criteria clear plan impacting lasting making difference communities benefit inclusive culture value recognize employee contributions making impact personal banking specialist building strong focused great client client satisfaction sound knowledge helping others achieve goals.
    Financial planning certification equivalent CIFP Diploma or recognized resource helpful in this role.


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