Elevate your career with FCU Community Financial as a Personal Account Manager in Powell River. Focus on building solid relationships and managing deposit and lending services for our valued members.
Join the agile team at FCU Community Financial as a Personal Account Manager, where you will deliver personalized financial services. With at least three years in sales and financial services, you'll provide tailored advice while cultivating a referral network that enhances member satisfaction. Your role directly contributes to portfolio growth and community engagement through targeted marketing and client relationships.
Key Responsibilities:
• Deliver deposit, investment, and lending advice to members
• Achieve portfolio growth through follow-ups and prospecting




• Develop a referral network to enhance community presence
• Educate branch staff on member investment needs
• Engage in continuous learning for skilled growth
Requirements:
• Active Mutual Funds License
• Minimum three years in financial services sales
• Knowledge of personal financial planning fundamentals
• Working towards PFP or CFP designation
• Proficient in account and lending products
Capitalize on your financial expertise to support community health and wealth with FCU Community Financial.
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📌 Personal Account Manager In Powell River
🏢 Vancity
📍 Powell River