Senior Financial Consultant - New Westminster, BC VM Z
Only for registered members New Westminster, BC VM Z, Canada
4 weeks ago
Job summary
The Senior Financial Consultant contributes to the overall success of MD Wealth in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives.
Responsibilities
- Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Facilitate a team approach by actively referring clients to MD Private Investment Counsel (discretionary management), MD Private Trust (estate and executor services), MD Insurance and MD Banking Products (Scotiabank).
Job description
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Senior Financial Consultant
4 weeks ago
Only for registered members New Westminster, BC VM Z
The Senior Financial Consultant contributes to the overall success of MD Wealth in Canada ensuring specific individual goals · plans, · initiatives are executed/delivered in support of the team's business strategies and objectives. ...