Location
town of quispamsis, nb, Canada
Posted
July 13, 2026
Job Description
Responsibilities
- Partnering with clients to understand their objectives
- Conducting in-depth financial reviews
- Collaborating with your team to achieve shared objectives
- Sharing your expertise by mentoring colleagues
Requirements
- Bachelor’s degree preferred
- 3–5 years of experience in banking services
- Willingness to obtain Registered Representative (RR) licensing
- Commitment to achieving the Certified Financial Planner (CFP) designation