Job Description

  • Meet with clients to understand their personal and business priorities
  • Advise them on solutions and provide a forward-looking financial plan
  • Engage in marketing and outreach activities to show clients you value them
  • Become a technology expert and introduce clients to mobile banking applications

Requirements

  • Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • 1 year experience in working with clients and achieving sales results
  • Prior banking experience in a similar capacity is an asset

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