Must complete the internal First West certification program specific to this role within the required timeframe. Other duties as required by branch leadership.

Prepare ongoing analysis with respect to investment portfolio design, risk management (insurance planning), retirement income needs, estate planning, cash flow…

Identify and develop new business opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building…

A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

A valid driver's license and access to a vehicle, to travel to meet clients and prospects within the designated district.

A valid driver's license and access to a vehicle, to travel to meet clients and prospects within the designated district.

This role networks with external business organizations in the community to generate referrals, pursues relationships with potential new members and actively…