Elevate your financial consulting career with a role as a Business Deposit Specialist in Oshawa, Canada. Design and implement tailored deposit solutions while supporting Relationship Managers effectively.
This full-time position requires a minimum of five years’ experience in Deposit and Investments. As a Business Deposit Specialist, you will engage extensively with clients in the Durham Region, Kingston/Quinte, Barrie & North Central, and Peterborough & Kawartha Lakeshore areas. You will focus on client discovery, portfolio review, and direct negotiation to enhance the client experience.
Key Responsibilities:
• Design and implement custom deposit solutions for clients
• Conduct portfolio reviews for client acquisition opportunities
• Document client solutions in the CRM for reporting
• Identify investment opportunities through client interactions
• Travel extensively within designated regions for client engagement
Requirements:
• 5 years of experience in Dep...