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Financial Advisor, Investment

2 months ago

West Vancouver, Canada Scotiabank Full time
p>About the role

As an Investment & Personal Banking Specialist, Investment & Retirement Planning Trainee you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.