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Financial Advisor (Newton Branch)

Fa Eomj Saasfaprod1 · Surrey, BC, Canada

Imported listingfull-timeabout 1 month ago

About The Role

We are currently seeking a Financial Advisor to join our team in Newton Branch in Surrey. This role is to support the branch operation from Tuesday - Saturday The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor manages a portfolio of members.

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