Financial Advisor (Town Centre Branch)

Tru Cooperative BankAbbotsford, British ColumbiaOn-siteFull-timeSenior, 5–8 yearsListed 1 month ago

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About this role

We are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.  The Financial Advisor manages a portfolio of members.