Cultivate client relationships at Bank of America as a Corporate Financial Wellness Specialist. Deliver essential financial education to employees through seminars and consultations.

This position involves guiding corporate clients on retirement, budgeting, and education planning. You will be instrumental in maximizing employee benefits, conducting presentations, and developing personalized financial strategies. The role requires approximately 80% travel and effective communication skills to engage diverse audiences.

Key Responsibilities:
• Lead educational sessions for corporate clients
• Schedule and coordinate events with internal partners
• Stay updated on market trends and investment reports
• Support FWS teammates on internal projects
• Maintain current licensing and certifications

Requirements:
• Series 7 & 66 licenses required
• Solid public speaking skills
• At least one year investment industry experience
• Proficiency in Word, Excel, PowerPoint, and Teams
• Certification in CRPC or CFP within 90 days of hire

Leverage financial expertise, public speaking, and dedicated client management to enhance employee financial wellness at Bank of America.
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📌 Corporate Financial Wellness Specialist (Saskatchewan)
🏢 Bank of America
📍 Saskatchewan