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
- Wealth Management Advisor responsible for developing trusting relationships with clients. Advising on financial strategies and products while ensuring member satisfaction and business goals.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs, offer them financial advice, and help them choose appropriate solutions
- Drive results by developing strategies and recommending investments, loans, and insurance products
- Work with various partners and experts to design integrated strategies that meet the needs of members and clients
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Mutual fund representative certificate - Autorité des marchés financiers
- 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.