Optimizes returns and capital on assigned portfolioProvides clients strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understandin[...]
Contributing to the overall success of the branch by identifying opportunities to enhance the customer experience Act as a change management lead by assisting with the implementation of new policies and procedures Do you have the skill[...]
CFP designation preferred or one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II [...]
As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer's journey by: Manage an assigned portfolio of high value and/or complex small business owner relationshi[...]
Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide s[...]
Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. Builds a high-performance environment and implements a people strategy that attracts, retains, develops and motivates the[...]