Join FCU Community Financial as a Personal Account Manager in Powell River and drive impactful financial services. Provide expert advice while fostering robust member relationships and portfolio growth. As a Personal Account Manager, your focus will be on delivering bespoke financial advice, including lending and deposit solutions, tailored to community members.

You will be expected to grow your portfolio by assessing and responding to client needs, all while adhering to performance targets. This role plays a vital part in supporting community financial health and branch initiatives. Key Responsibilities:

- Offer tailored advice for deposit and lending solutions
- Strive to meet and exceed growth targets
- Cultivate a strong referral network within your portfolio
- Aid branch in achieving community engagement goals
- Pursue ongoing education in financial services Requirements:
- Current Mutual Funds License required
- Three years of relevant financial services experience
- Understanding of financial planning and lending products
- Actively pursuing PFP or CFP designation
- Familiarity with all deposit and lending policies Utilize your financial services skills to enhance community member experiences at FCU Community Financial.

📌 FCU Community Financial Account Manager (Powell River)
🏢 First Credit Union
📍 Powell River