Financial Consultant, Regional Services - Nanaimo, BC
4 days ago
Job summary
The Financial Consultant contributes to the overall success of MD Financial Management ensuring specific individual goals,
plans initiatives are delivered in support of the team's business strategies and objectives.
- Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships.
- Buuild and execute on a monthly contact plan focused on engaging clients in financial planning and advice
- Increase visibility of products and services through contact with centers of influence
- Show good working knowledge of Financial Planning.
Job description
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