Provide exceptional brand experiences for our wealth members or a prospecting member with householded assets of $25K or less by utilizing knowledge to deliver value-added advice and financial planning services to members. Act as primary resource for account openings. Maintain a high profile and image as the financial institution of choice in the community of the branch by establishing member client and non-member client relationships and business contacts. Complete all administrative duties accurately and as per required timelines – “first time right”.
Differentiating Accountabilities
Target Salary: $65,060
Salary Range: $61,233 - $76,541
Salary will be determined based on skills, experience, education and other qualifications relevant to this position.
This role is an existing vacancy
Artificial Intelligence (AI) could be used in the application process
To learn more visit https://www.penfinancial.com/careers
While we welcome all applications, only those who are selected for an interview will be contacted.
Accessibility accommodations will be made for job candidates upon request.
Wealth Solutions Specialist • Welland, Ontario, Canada
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