Financial Planner Full-Time in Port Alberni

Industry: Banks & Credit Unions Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners. Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch…

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