The Client Experience Specialist works with multiple Financial Advisors in a branch office setting to drive client loyalty and foster client relationships, ensuring clients achieve their financial goals.
Our team provides training including mentoring, job shadowing, coaching and branch office visits, as well as a support network that extends beyond your branch office via phone, email and firm intranet resources.
Expect a compensation package that includes bonus potential, 401k (US) and Group RRSP (Canada), comprehensive health benefits, paid time off (vacation, sick, holidays, personal days), and a culture of continuous improvement and professional development.