Empower clients with financial expertise as a Personal Account Manager at FCU Community Financial in Powell River. Build relationships while providing tailored deposit and lending services to members.
FCU Community Financial is seeking an experienced financial services qualified to enhance its team in Powell River. As a Personal Account Manager, you'll deliver personalized advice along with deposit and investment products to a growing client base. Your role includes meeting portfolio growth targets and engaging with members to assess their financial needs.
Key Responsibilities:
• Provide personal lending and deposit advice to members
• Meet and exceed growth targets for member satisfaction
• Develop a robust referral network within the community




• Support branch growth initiatives and member education
• Commit to continuous learning in financial services
Requirements:
• Active Mutual Funds License is essential
• Minimum three years of financial services experience
• Knowledge of Personal Financial Planning fundamentals
• Progress towards PFP or CFP designation preferred
• Proficient in account, lending, and deposit products
Drive member engagement and financial health with your expertise as a Personal Account Manager at FCU Community Financial.
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📌 Personal Account Manager in Powell River
🏢 First Credit Union
📍 Powell River