FINANCIAL PLANNING CONSULTANTS (Canada)

FINANCIAL PLANNING CONSULTANTS (Canada)

03 Nov
|
First West Credit Union
|
Canada

03 Nov

First West Credit Union

Canada

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...

📌 FINANCIAL PLANNING CONSULTANTS (Canada)
🏢 First West Credit Union
📍 Canada

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