Financial Advisor - Lacombe

Only for registered members Lacombe, Canada

1 week ago

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Job summary

We are hiring for a Financial Advisor/Senior Financial Advisor for our Lacombe Branch. Reporting to the Branch Manager, the primary objective of the Financial Advisor is to develop long-term, trust-based relationships with members by providing customized financial solutions that address their unique needs and aspirations.

A key aspect of the role is educating members using wealth and debt management concepts,
  • Educate and assist members in using all service delivery channels.
  • Provide advice around small business lending transactions.

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