Investment & Personal Banking Specialist - Cote-Vertu, Montreal, QC
On-site · Montréal, Quebec, Canada
Job Summary
Investment & Personal Banking Specialist provides exceptional service throughout the customer journey, offers trusted financial advice, educates customers using planning tools and select advisory resources, builds relationships with mid-affluent clients, collaborates with peers, and grows the existing book with growth potential customers; requires sales experience, mutual funds licensing, and progress toward CIFP Diploma, with bilingual English proficiency and ability to interact with teams across locations including Toronto.
Required Qualifications
- Sales management experience
- License to sell mutual funds
- Working towards CIFP Diploma (or Bank recognized equivalent)
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