Step into a full-time Wealth Banker role in Scarborough, where your focus will be on investment advice and managing client portfolios. Drive success through building strong relationships and effective financial strategies.
In this dynamic position, you will utilize your experience in financial advising to cater to the unique investment needs of clients across various branches. You will collaborate with branch staff to create a seamless client experience, ensuring asset consolidation and investment sales flourish through proactive engagement and solution-based selling.
Key Responsibilities:
• Build connections with branch teams for better client service
• Utilize marketing strategies to enhance member contacts
• Manage portfolios by applying financial planning tools
• Regularly connect with clients to understand their needs
• Mentor junior team members to improve sales performance
Requirements:
• 5 years in the financial sector required
• Completed CSC or I...