Skip to content
 
FR
 

My 100% Advice bank • June 25, 2020

An advisory team with a stronger presence

In branches this fall

Over the past year, we adopted a 100% Advice model throughout our branch network which has enabled us to better meet your needs. Our goal is to make personal financial advice and best practices even more accessible. Case in point, this Fall, our advisory team will be growing with the addition of Customer Service Advisory Assistants!

With these new Advisory Assistants, we aim to strengthen the relationships we have with our customers, like you, by leveraging our expertise: high-quality financial advice. This means more support, better service and one-on-one assistance in carrying out your basic banking transactions. What sets us apart from other financial institutions is the Financial Health Assessment that we fill out with you. This first step helps us support you over the long-term and, ultimately, helps you improve your financial health.

This approach is already implemented in two points of service, and the experience for our customers is so conclusive that we decided to offer the same experience throughout our network.

These days, where you likely do your own day-to-day banking electronically, the value of advice takes a whole new meaning, and we believe everyone deserves to benefit from it. Adding Customer Service Advisory Assistants is another step towards a model focused on personalized advice.

We look forward to introducing our new Advisory Assistants to you!

 

 

 

If you wish to know more about this new role, visit our career section. You will see the very positive effect the role will have within our branches.

Popular articles

My advice

What rising interest rates mean for your finances.

November 29, 2023

My advice

Investment Series – Real estate, always a good investment?

October 07, 2020

My advice

Laddering your investments is a winning strategy

May 09, 2024

My advice

Tailoring a successful withdrawal strategy to your retirement

November 25, 2022

My advice

Investment Series – ESG Investments: Socially Conscious Investing

March 07, 2024