Financial Advisor: Holistic Client Planning

3 weeks ago


Casselman, Canada Scotiabank Full time

A leading bank in the Americas is seeking a Customer Relationship Manager in Casselman, Ontario. The role involves building customer relationships, meeting sales targets, and providing exceptional service in a fast-paced environment. Candidates should have a Mutual Funds licence and be working towards their CIFP Diploma. This position offers competitive compensation and benefits, and opportunities for growth within the organization.
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