Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities, including opening day-to-day accounts, fulfilling pre-approved…
Solid understanding of industry and firm’s compliance regulations & requirements. Utilize Microsoft Office Suite of Products, Charles River (trading platform),…
Partner with internal resources for non-credit related products. Develop and implement a marketing strategy to maximize business development opportunities for…
Work with in-house marketing team to develop adverts and new material aimed at acquiring new to bank customers. Second language an asset but not required.
As an Investment Associate, your primary purpose is to work closely with an Advisor in the development and management of the Advisor's book of business by…
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.