We are currently seeking a Financial Planner to join our team, supporting branches in Armstrong & Enderby.The Financial Planner is responsible for working with and managing a book of high value mem...

CA$50,000.00 yearly

Royal LePage is committed to helping you launch your real estate career by providing the industry-leading training, lead generation and technology you need to accelerate your growth.With a culture

We are currently seeking a Financial Planner to join our team, supporting branches in Armstrong & Enderby.

The Financial Planner is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services.



This role meets regularly with assigned members to ensure retention of assets and assist with retirement and/or financial plans. The Financial Planner works in close collaboration with retail branch team members and Wealth Planning Specialists to ensure members are receiving the necessary advice and ongoing service.

Here’s what would be included as a part of your typical day

- Financial Planning and Advice: Skilled in the wealth discovery process, identifies wealth and financial planning needs and is engaged with both existing and recent or potential members to deepen relationships and bring credibility to Tru Cooperative

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