As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless exec[...]
CFP designation preferred or one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II [...]
Reporting to the General Manager Finance Aluminum Atlantic and supporting the General Manager Quebec Operations as a member of the senior leadership team, this role will, Be a key contributor to and member of the Quebec Operations Lead[...]