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Wealth Management Professional
1 week ago
This is a mobile role that requires frequent travel, but offers the opportunity to work independently and as part of a team to drive investment sales and new client acquisition.
As a Wealth Management Professional, you will be responsible for providing client-centric investment solutions through a comprehensive financial planning framework, conducting outbound communications to remain top-of-mind for future business opportunities, and participating actively in local professional and community events to develop and expand your network.
The ideal candidate will have 3 years of experience in financial planning and investment sales, with a proven track record of success in client acquisition and interpersonal skills.
Key responsibilities will include executing business development plans for prospects and existing clients, identifying additional investment business opportunities, and facilitating the implementation of an investment solution.
We are looking for someone who is goal-oriented and entrepreneurial, able to work independently and as part of a team, with extensive knowledge of competitive offerings, market trends, and the regulatory environment.
Benefits of this role include a compensation structure that rewards growing and maintaining your client base, access to leading-edge resources to support your growth, and the ability to build long-lasting client relationships through exceptional advice and service.
We are committed to creating and maintaining an inclusive and accessible environment for everyone, and we value the unique skills and experiences each individual brings to the Bank.
