Sr. Financial Advisor CIRO-MFD - Orillia
1 month ago

Job summary
We're building a relationship-oriented bank for the modern world and need talented professionals who are dedicated to doing what's right for our clients.
+Responsibilities
- Manage and grow a dedicated client portfolio through key relationship management.
- Create comprehensive financial plans and provide exceptional client service.
- Proactively engage with many new and existing clients to make lasting connections and understand their goals.
Job description
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