Wealth Portfolio Consultant

What This Role Is About

If you enjoy talking to people, learning new things, and helping others make better decisions with their money, this role could be a great fit for you.

As part of our Wealth Management team, you’ll be based in an office environment, working primarily through tele‑consulting to engage customers. You’ll support customers at different stages of their lives — from starting their investment journey to planning ahead and protecting what matters most. Your role is to guide them with suitable solutions, one conversation at a time.

What You’ll Be Doing

Engage customers mainly through tele‑consulting, along with in-person and virtual interactions to existing customers.

Convert warm and cold leads into advisory appointments through structured tele‑consulting

Proactively identify, engage and develop new customer relationships through outbound advisory conversations

Achieved monthly ac...