Virtual Financial Solutions Advisor

2 days ago

Calgary AB, Calgary Census Division, AB; Alberta, Canada Your Neighbourhood Credit Union Limited Full-time

Your Neighbourhood Credit Union Limited is seeking a motivated Financial Services Associate to help members achieve Financial Comfort by developing solid financial plans through virtual channels and guiding decisions on income, expenses, assets and liabilities. You will support lending and mortgage retention opportunities and maintain superb member service.

In this role you will upsell lending and investment options, handle member inquiries, and actively pursue outreach while working remotely

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