Client-Focused Investment & Financial Planning Advisor (Ontario)

29 Aug

PenFinancial Credit Union

Ontario

29 Aug

PenFinancial Credit Union

Ontario

PenFinancial Credit Union in Niagara region, Canada, is seeking a skilled professional to provide value-added financial planning and exceptional brand experiences for members and prospects. You will be the primary resource for opening current accounts, advising on lending, and ensuring accurate documentation while upholding PenFinancial’s local community focus.
The role emphasizes building relationships, delivering personalized financial guidance, and supporting branch operations to sustain the

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📌 Client-Focused Investment & Financial Planning Advisor (Ontario)
🏢 PenFinancial Credit Union
📍 Ontario

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