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Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets 

Actively participate in prospecting 

Complete financial planning in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting 

Prepare comprehensive financial plans and specific investment strategies based on MD Management developed and managed optimal portfolio ranges 

Understand and comply with all industry regulations and MD's program and process requirements 

Conduct financial planning seminars and information meetings throughout the region to inform clients about new strategies, legisl...