About the role
Essential Duties and Responsibilities: Partner with Banking Consultant (BC) and Financial Advisor (FA) to provide sound financial advice, training and education regarding private client banking products. Act as back up to BCs and assist PCB partners in scheduling meetings or calls (e.g. face to face visits, load balancing). Proactively prepare and follow-up with FAs/SAs in relation to BC branch visits. Create client proposals. Build relationships and position as a key member of an FA's and …