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Financial Advisor & Banking Specialist — Client Wealth
Job Description & How to Apply Below
A leading bank in the Americas is seeking an Investment & Personal Banking Specialist in Burnaby. This role focuses on delivering client-centric financial advice and building strong relationships with customers. You'll leverage financial planning tools to create tailored plans, engage with clients to ensure a positive experience, and market the bank effectively. The ideal candidate should possess strong sales management experience, a license to sell mutual funds, and be engaged in continuous professional development.
This position offers competitive compensation and opportunities for career progression.
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