Senior Financial Advisor (Hope Branch)

Senior Financial Advisor (Hope Branch)

04 Sep
|
Envision Financial
|
Hope

04 Sep

Envision Financial

Hope

Senior Financial AdvisorWe are currently seeking a Senior Financial Advisor to join our team in Hope. This role provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.Typical DayMember Service: Builds robust relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor. Manages an assigned portfolio of members (generally with $100,000 to $250,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met.Member Transactions: Processes a full range of complex member transactions including, but not limited to: MFDA products and services; retail mortgages, personal and RRSP loans; opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products.Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative

📌 Senior Financial Advisor (Hope Branch)
🏢 Envision Financial
📍 Hope

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