Senior Financial Advisor - Salt Spring Island
1 month ago
Job summary
We are currently seeking a Senior Financial Advisor to join our team. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs.Responsibilities
- Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor.
- Member Transactions: Processes a full range of complex member transactions including but not limited to MFDA products and services retail mortgages personal RRSP loans opening personal or business accounts debit/credit cards LOC overdraft protection related insurance products.
Job description
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