Join Libro Credit Union as a Personal Relationship Manager in Listowel, focusing on member relationships and financial well-being. Deliver tailored financial solutions and advisory services.

This key position is newly created to support our Listowel Branch's growth. As a Personal Relationship Manager, your role includes managing high-value members and addressing their complex financial requirements. You will provide exceptional service and financial advice, facilitating portfolio growth through proactive engagement with members.

Key Responsibilities:
• Manage and grow a portfolio of high-value members
• Offer personalized support and comprehensive financial solutions
• Identify consolidation prospects to enhance member service




• Drive business development efforts to attract current members
• Maintain a deep understanding of financial products and services

Requirements:
• Degree or diploma in finance, business, or related field
• At least 3 years’ experience in personal banking and advisory
• Mutual Funds license is essential
• Proven track record in managing complex member needs
• Show passion for strengthening financial well-being

Empower high-value members to achieve their financial goals at Libro Credit Union in Listowel.
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📌 Listowel Personal Relationship Manager Role Ontario (Canada)
🏢 Libro Credit Union
📍 Canada