. This role is all about professional relationship management and delivering top-tier financial advice, whose expert approach... client experience by delivering superior business and financial advice within a Client Relationship Team model Collaborate...
Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice... and Retirement – Quebec) 2-3 years of proven sales experience in the financial services industry, handling credit and investments...
marketing role, financial services and shown success in high value sales and business development, regardless of industry.../discipline. Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager...