Job Description

Work Location

Abbotsford, British Columbia, Canada

Hours

37.5

Line Of Business

Personal & Commercial Banking

Pay Details

$0.00 - $0.00 CAD

This role is eligible for commission based earnings.

Job Description

CUSTOMER

  • Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management
  • Identify opportunities to refer clients to Partners (i.e., across Wealth, Retail, Small Business Banking, Commercial)
  • Provide ongoing comprehensive reviews of clients’ financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services.
  • Create a legendary customer experience at every interaction and deliver a positive “First Impression’” by engaging customers in a range of sales, service and informational conversations
  • Provide sound advic...

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