Financial Planner, Branch Network - Montréal, QC HN G
Only for registered members Montréal, QC HN G, Canada
1 month ago
Job summary
We are seeking a Financial Planner to join our retail branch network. As a member of the branch sales team, you will be responsible for contributing to the team's overall success by meeting or exceeding negotiated deposit and investment sales goals. You will establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.- Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals.
- Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
Job description
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