POSITION SUMMARY: The incumbent is responsible for leading a team of Mortgage Development Managers (MDMs) towards achieving established sales targets and meeting the overall goals for the National Sales Team. The incumbent works closely with MDMs, to ensure that sales management activities, disciplines and behaviours are instilled and sustained to meet business objectives of the National Mortgage ...
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Senior Will & Estate Planner POSITION SUMMARY: The Senior Will & Estate Planner (WEP) plays a key role in helping clients plan, preserve and transfer their wealth by providing guidance on estate planning opportunities and facilitating the production of a comprehensive estate plan incorporating professional estate and trustee services. Will, Estate, and Philanthropic services is one of the fastest ...
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