Member Solutions Advisor delivering tailored financial solutions to members at Tru Cooperative Bank. Handling inquiries through various communication channels in a dynamic contact center environment.
About the role
- Securities advisor providing investment solutions to clients and managing business relationships in financial services. Balancing sales objectives with client satisfaction and risk management.
Responsibilities
- Establish an advisory relationship by identifying current and potential needs and supporting client retention
- Set goals and advise members and clients on the best solutions and strategies
- Analyze and meet complex client needs, handle requests and follow up as needed
- Collect, compile and analyze data. Prepare reports and recommendations
- Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed.
- Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.
Requirements
- General college diploma in a related field
- A minimum of three years of relevant experience
- Knowledge of French is required
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Advisor supporting financial, commercial, and administrative activities to optimize power assets. Engaging with contract management and stakeholder relations to ensure compliance and performance.
Planning & Optimization Advisor supporting portfolio planning and optimization at Enbridge. Collaborating with Senior Planning engineers and improving project execution in the energy sector.
Client Advisor engaging clients in everyday banking experiences at RBC branches. Demonstrating digital solutions and ensuring satisfaction while offering financial advice and referrals.
Wealth Management Advisor developing and maintaining client relationships in Canada. Advising on financial strategies and recommending appropriate solutions for members and clients.
Senior Advisor for training and skills development at Desjardins. Leading innovative projects and advising clients on strategic initiatives in a hybrid work environment.
Advisor Asset Management focusing on optimizing power assets lifecycle and managing commercial agreements. Requires strong interpersonal skills and experience in renewable operations.
Securities advisor developing and maintaining business relationships with clients. Selling securities products and services while analyzing client needs and proposing solutions.
Banking Advisor helping clients with banking, credit, and investment needs. Engaging with clients during branch hours in various locations across the Greater Toronto Area.
Senior Advisor at ONWA leading strategi initiatives in policy and communications for Indigenous women. Focused on advocacy, research, and strategic leadership to advance ONWA's priorities.