Conseiller.ère en services bancaires, gestion des avoirs - Kirkland, QC

Join a winning team, dedicated to results and focused on delivering exceptional customer experiences in an inclusive and high-performing culture. As a banking services counselor, your client-focused approach allows you to easily establish relationships with clients.

Requirements

• be passionate about selling financial services and offer clients informed financial advice
• provide clients with relevant information and expert advice
• develop financial plans, leveraging relevant modules of the financial planning tool as well as tools and resources related to advice provision
• have a high level of engagement
• take a collaborative approach in interactions with peers, clients, and partners
• build relationships by emphasizing exceptional customer experience and growing relationships with existing clients

Benefits

• competitive compensation program
• excellent social benefits