Job Description
Is this role right for you?
In this role you will:
Take a lead role in supporting Advisor teams and solving day-to-day issuesAssist the Branch Manager(s) in the continued implementation and adoption of our Total Wealth StrategyProvide on-going coaching with employee development, performance management and motivationCollaborate with Wealth Specialists and Bank partners in delivering thoughtful, holistic advice leading to the best possible outcome for our clientsMaintain regulatory requirements and organizational standardsBuild and create a high-performance environment in which your team pursues effective and efficient operationsFoster an inclusive work environment using a coaching mindset and behaviors
Do you have the skills that will enable you to success in this role? – We’d love to work with you if you have:
5+ years of experience in the investment industry (we...