Outbound CC Wealth Focused MSO1 - Partner - Your Credit Union
at Aviso Wealth
Ottawa, ON, Canada -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 27 Dec, 2024 | Not Specified | 01 Oct, 2024 | N/A | Investments,Mutual Funds,Analytical Skills | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
POSITION OVERVIEW:
By taking ownership of term renewals this incumbent will assist our members build a customized financial wellness plan that serves them now and into their future. The incumbent will assist the MSOW2s, build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise, leading to new wealth management customers and banking relationships.
Responsibilities:
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Banking / Insurance
Finance
Graduate
Proficient
1
Ottawa, ON, Canada
