Job Overview
Application Deadline: 08/25/2026 Address: 3495 Lawrence Avenue East Job Family Group: Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners. Takes a lead in proactive…
What you'll do
- Provides financial and investment planning and advice
- Determines client needs
- Delivers solutions in the best interests of the customer
- Sells managed products and services (mutual funds, retirement savings plans)
- Provides solutions through referrals to business partners
- Takes proactive approach to client engagement
What you'll need
- Financial and investment planning expertise
- Knowledge of managed products and services
- Understanding of mutual funds and retirement savings plans
- Retail banking sales and service background
About the Company
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