Personal Banking Specialist, Investment & Retirement Planning - Parc & Fairmount Branch

Personal Banking Specialist, Investment & Retirement Planning - Parc & Fairmount Branch

**Requisition ID:** 268672

Join our team! 🌟

Would you like to complete your internship with an organization that has been in the market for more than 35 years, dedicated to improving our customers’ financial well-being through comprehensive and innovative solutions? 🏛

**About the role**

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

**Promote the developmen...

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