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| Financial Consultant - Wealth Management (Expired) |
| Scotiabank |
| VANCOUVER |
| FINANCIAL CONSULTANT The Financial Consultant (FC) is Private Banking's single point of contact for all referrals from our Domestic Banking partners ( Retail and Small Business Banking, Commercial Banking, ScotiaCapital, and Roynat). The purpose is of the role is to actively pursue client opportunities with investable assets (excluding primary residence) greater than $400,000. The FC uses an objective financial planning process to assess client needs and provide total financial solutions through a team of experts. The value proposition includes the integration of customized solutions for investment management, will and estate planning, income and asset protection, private banking, business succession and retirement planning. PLEASE NOTE : This role supports the Fraser Valley, South Surrey, and White Rock market. Mobility to visit bank branches in these areas is a pre-requisite. KEY ACCOUNTABILITIES: Generate sales to meet regional and national fee income objectives through the profitable sale of fee-based and transactional solutions to emerging affluent and affluent client markets. Establish a strong relationship with assigned Domestic Bank branches and actively work with the assig.... |
| Found at Scotiabank on 2012-02-04 04:31:48 |
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