Wealth Management Advisor - Acton Vale

Only for registered members Acton Vale, Canada

1 month ago

Default job background
Job summaryAs a wealth management advisor you’re responsible for developing and maintaining lasting business relationships to ensure members’ satisfaction You work closely with individual members and business owners driving results by developing strategies recommending investments loans insurance products.

Responsibilities

  • Advise members on best strategies identify expected results
  • Manage business relationships assess member satisfaction service quality follow up areas for improvement

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