About the role
- Champion valued customers to achieve their lifetime goals
- Identify financial needs and provide sound financial advice
- Recommend and implement financial plans and solutions
Requirements
- Bachelors Degree (B)
- High School (Grade 12) (Required)
- Health insurance
- Retirement plans
- Paid time off
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
customer advocacyfinancial advisingfinancial planningproblem solvingcommunication