Financial Planner; Nelson Road Branch
3 weeks ago
Financial Planner
Are you a seasoned advisor, the expert in investment and retirement planning for your customers? Our Financial Advisor Investment Retirement Planner may be perfect for you
Key Accountabilities
Effectively execute business development activities focused on driving deposit and investment sales growth Contribute to an optimal customer service and advice experience Contribute to the overall business objectives of the branch team Acquiring, retaining and growing loyal customer relationships. Meeting established individual goals through effective management of activities and opportunities Champions a high performance environment and contributes to an inclusive work environment.Functional Competencies
Highly effective verbal and written communication skills Ability to work independently with minimal supervision and also as part of larger branch team Proven networking, customer acquisition and interpersonal skills
Expert knowledge of:
Investment product features and benefits, and related policies and procedures
Education / Experience
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