Senior Wealth Advisor - Client Relationships & Strategy (Manitoba)

Senior Wealth Advisor - Client Relationships & Strategy (Manitoba)

15 Aug
|
First Financial Bank
|
Manitoba

15 Aug

First Financial Bank

Manitoba

First Financial Bank is seeking a Wealth Advisor to be the primary contact for Wealth clients, building and maintaining relationships while delivering goals-based investment strategies and financial planning.
You will develop deep knowledge of clients’ financial and family situations, implement asset allocation, lead annual reviews, and collaborate with the Investment Committee to meet regulatory requirements.

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📌 Senior Wealth Advisor - Client Relationships & Strategy (Manitoba)
🏢 First Financial Bank
📍 Manitoba

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