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The role involves providing client investment advice and fulfilling sales and service activities, while achieving sales targets and maintaining industry knowledge.

Provide expert mortgage advice and sales support to clients, manage transactional outcomes, negotiate financing pricing, and ensure compliance with regulations.

The Investment Specialist advises customers on wealth and investment strategies, fulfills sales activities, and ensures compliance with regulations.

Support Regional Sales Managers by owning end-to-end client onboarding, processing account documentation, liaising with clients and internal partners, improving conversion, and providing sales and process support to drive funded client relationships.

The associate provides sales and service for corporate card customers, handling inquiries, advising on products, and ensuring compliance with regulations.