Wealth Advisor II

Canandaigua National Bank

Location: Pittsford, NY (Hybrid – 4 days/wk. in office)



What does a Wealth Advisor II do?


Responsible for providing investment management services to customers of the Bank; capable of articulating the Investment Philosophy of Canandaigua National Bank to prospective/current clients as well as centers of influence who refer business to Canandaigua National Bank Wealth; providing excellent service to customers; achieving goals as established in the Canandaigua National Bank Wealth annual operating plan; complying with operating policies and procedures established for the investment services function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports.


Provides investment management and financial services to customers of the Bank as follows:


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