work to build up own book of business
Investment Adviser Associate (Current Employee) – Oakville, ON – 27 July 2017
Monday to Friday work from 9am-9pm
Building strong relationships through the utilization of a holistic needs-based sales approach, assisting clients in achieving and understanding their evolving financial goals. Provide banking and financial solutions to meet the needs of customers.
• Prospect for new clients using the following methods: cold calls, warm calls, breakfast seminars, dinner events, professional networking events, referrals, lunch & learns, flyers. • Actively manage the team member that ensure successful events planning. • Follow up with internal/external department ensure documentation prepared/completed is accurate and properly