Application Deadline: 07/06/2026

Address: Street NW

Job Family Group: Wealth Sales & Service

Responsibilities

• Manages a portfolio of clients to retain and grow the relationships. Evaluates client’s personal and investment needs and creates an investment policy statement, asset allocation, investment portfolio, and financial plans. Implements client strategies through the management of investment portfolios and the ongoing evaluation of performance according to each client’s investment policy statement.
• Drives new sales results through referrals and personal network. Works collaboratively in the branch and with regional teams to identify and make referrals.
• Supports the achievement of business development, revenue, referral, retention, and compliance targets.
• Manages less complex relationships and asset sizes.
• Applies investment management expertise to communicate ...