Associate Financial Advisor
Current- Act as a role model for exceptional guest service
- Open Bank accounts, credit cards, and client Lines of credit for clients in the portfolio,
- Open investment accounts for portfolio clients E.g. RRSP, RESP, FHSA, TFSA, RIF
- Provide investment recommendations based on client’s time horizon, investment knowledge, risk profile, Investment needs and objectives and income/net worth,
- Provide credit planning solutions like debt consolidations and mortgages,
- Provide and credit cards,