Financial Planning Consultant

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

Requirements

• Provide subject matter expertise of economic and political impact on the business, legislation, competitors, regulators, trends, etc.
• Analyze customer portfolios and prepare retirement/investment plans
• Educate customers about their investments and their portfolio
• Collaborate with relationship managers within the branch network to identify current and potential High Value Customers

Benefits

• competitive salary
• incentive pay
• banking benefits
• benefits program
• defined benefit pension plan
• employee share purchase plan
• vacation offering
• wellbeing support
• MomentMakers, our social, points-based recognition program