Title: Senior Investment & Personal Banking Specialist-Granby, QC

Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.

About the role

As a Senior Investment & Personal Banking Specialist, 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
• Provide a full range of customized financial solutions using a financial planning approach
• Understand customers’ financial goals and preferences, analyze their needs and recommend appropriate strategies and solutions to help them achieve their goals
• Focus on complex solutio...