Associate Financial Advisor - Mont-Sherbrooke & Metcalfe
Only for registered members Mont-Sherbrooke & Metcalfe, Canada
5 days ago
Job summary
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
Responsibilities
- Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
- Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities.
Job description
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