Personal Banking Advisor - Scarborough
1 month ago
Job summary
The Personal Banking Advisor (PBA) is responsible for managing and building an assigned book of business made up primarily of members with identified multifaceted needs.The PBA ensures that all of the member's financial needs are being met by the most appropriate resource within Alterna and has overall responsibility/accountability for the relationship.
- Manages an assigned portfolio of members using financial planning concepts, advisory and relationship tools to meet all members' complex credit/investment needs
Job description
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