Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), the Financial Planner is a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of an assigned portfolio of clients.
Primary responsibilities include establishing and deepening investment and primary banking relationships with existing clients and clients referred by branch partners.
Location: Canada, Ontario, Oshawa.
We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation—including, but not limited to, an accessible interview site, alternate format documents, ASL interpreter, or assistive technology—during the recruitment and selection process, please let our Recruitment team know.
#J-18808-LjbffrFinancial Advisor, Investment & Retirement Planning - Oshawa, Ontario • Oshawa
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