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Lead and manage a team selling financial products within a business line. Develop and monitor business plans, build client relationships, ensure performance and risk management, drive process improvement and profitability, coach and develop staff, and promote the brand and community engagement.

The Personal Finance Advisor provides financial guidance to clients, requiring relevant experience and a college diploma, with a focus on customer service and inclusivity.

As an investment and financing advisor, you will assist clients with their financial needs, develop strategies, manage relationships, and improve service quality.

The personal finance advisor develops and maintains client relationships, advises on financial strategies, and drives results through recommending investments and loans.

Advise individual and business clients on investments, loans and insurance; build and maintain relationships; assess satisfaction; design integrated financial strategies; represent the institution in outreach activities and stay current on market trends.

Advise and develop relationships with mass-affluent clients using a 360° approach to implement savings and investment strategies. Provide personalized financial plans, monitor market trends, support business development through events, ensure compliance and risk management, and collaborate with senior advisors and expert partners to grow client relationships and satisfaction.

Advise and manage affluent clients' financial needs through personalized 360° wealth strategies (savings, investments, banking). Develop new business, meet sales targets, collaborate with specialists, ensure compliance, and maintain community presence.

Develop and manage relationships with mass-affluent clients, provide personalized 360° wealth management strategies, prospect for new clients, meet sales objectives, monitor market trends, coordinate with specialists, ensure compliance, and mentor team members.

Manage, evolve and operate CI/CD platforms and infrastructure (GitHub Actions, Artifactory, Kubernetes) while integrating AI tools (Copilot, agents) to automate pipelines, ensure DevSecOps practices, define AI governance and security, and support development squads in adoption and continuous improvement.

Design, develop, configure, maintain and upgrade systems and infrastructure software. Create execution strategies, automate tests, document solutions, provide technical support, diagnose and resolve complex system issues, and collaborate with architects and business partners to standardize IT solutions.