Wealth & Member Relationship Advisor (Canada)

Wealth & Member Relationship Advisor (Canada)

13 Nov
|
Steinbach Credit Union
|
Canada

13 Nov

Steinbach Credit Union

Canada

Steinbach Credit Union is seeking a Member Financial Relationship Advisor for our Lagimodiere branch. You will assess member needs, promote SCU products including mutual funds, and manage investable assets while ensuring regulatory compliance.

This role emphasizes relationship growth and cross-selling deposit and investment products. The position requires robust sales and financial planning skills, two years of business education, and LIC/LIC-eligible status for mutual funds.

📌 Wealth & Member Relationship Advisor (Canada)
🏢 Steinbach Credit Union
📍 Canada

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