Join a purpose‑driven winning team, committed to results, in an inclusive and high‑performing culture.

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you will be a Financial Planner in our retail branch network, contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients and clients referred by branch partners.

• Conduct in‑depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning using financial planning skills and tools to support our clients’ financial goals.
• Exhibit a natural curiosity to uncover and solve for client needs, delivering trusted financial advice regarding investments and retirement plannin...