Conseiller Principal, gestion des services bancairest-Parc & Fairmont, QC

Join a winning team committed to results and evolving in an inclusive and high-performance culture. Provide exceptional service and build relationships with clients to help them achieve their financial goals.

Requirements

• be passionate about selling financial services and offer clients informed advice
• provide a full range of solutions through a financial planning approach
• understand clients' financial objectives and preferences, analyze their needs, and recommend appropriate strategies and solutions to help them achieve their goals
• offer more complex financial planning solutions
• emphasize results
• have a high level of engagement
• adopt a collaborative approach when interacting with peers, clients, and partners
• build relationships by focusing on delivering excellent client experience and growing relationships with existing clients

Benefits

• Competitive compensation and benefits program
• Ability to make a lasting impact for clients
• Opportunity to be part of an organization committed to making a difference in the communities
• Serve a relatively affluent clientele
• Offer complex solutions and comprehensive financial planning services
• Clear professional journey with transparency