Senior Financial Advisor: Client Wealth (Duncan)

Senior Financial Advisor: Client Wealth (Duncan)

06 Nov
|
Island Savings
|
Duncan

06 Nov

Island Savings

Duncan

Island Savings is seeking a Senior Financial Advisor to provide comprehensive financial services to our member portfolio. You will identify needs, offer investment, deposit and lending solutions, and refer to specialists as needed.

You will manage high-value client relationships, promote Tru Cooperative Bank products, and mentor branch staff while maintaining solid adherence to risk policies.

📌 Senior Financial Advisor: Client Wealth (Duncan)
🏢 Island Savings
📍 Duncan

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