Financial Advisor - Personal Relationship Manager
L
Libro Credit Union
📍 listowel, on, Canada
Job Description
Join Libro Credit Union as a Financial Advisor in Listowel, specializing as a Personal Relationship Manager. This role focuses on driving financial strategies for high-value members.
As a key member of the team, you will provide expert-level financial advice, manage a portfolio of valued clients, and engage in business development activities. This position emphasizes a collaborative approach to financial well-being, allowing you to showcase your skills in lending and client relationship management. Strengthen local businesses and communities with your expertise.
Key Responsibilities:
• Serve as the primary contact for high-value members
• Offer advice on home equity lines, mortgages, and more
• Proactively identify opportunities for financial service consolidation
• Drive client growth through targeted outreach initiatives
• Champion solutions that integrate banking and investments
Requirements:
• Bachelor’s degree in finance or related field
• Minimum 3 y...
As a key member of the team, you will provide expert-level financial advice, manage a portfolio of valued clients, and engage in business development activities. This position emphasizes a collaborative approach to financial well-being, allowing you to showcase your skills in lending and client relationship management. Strengthen local businesses and communities with your expertise.
Key Responsibilities:
• Serve as the primary contact for high-value members
• Offer advice on home equity lines, mortgages, and more
• Proactively identify opportunities for financial service consolidation
• Drive client growth through targeted outreach initiatives
• Champion solutions that integrate banking and investments
Requirements:
• Bachelor’s degree in finance or related field
• Minimum 3 y...