Financial Services Representative - St-Jérôme

Overview

We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you’ll work in a fast‑paced Banking Centre where you’ll make a meaningful difference in our clients’ lives.

Responsibilities

• Meet with clients to understand personal and business priorities, advise them on solutions, and provide a forward‑looking financial plan.
• Use knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals.
• Engage in marketing and outreach activities, grow your network, deepen existing relationships, and work as one team to connect clients to the right people and opportunities.
• Become a technology expert and introduce clients to mobile banking applications to better manage their banking needs.

Qualifications

• Client‑first mindset, purpose‑driven, goal‑oriented, detail‑oriented, and critical‑thinking skills....