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Strategic Personal Banking Advisor for Wealth

1 month ago

Ottawa, Canada Alterna Sa Full time

A leading credit union in Ottawa seeks a Personal Banking Advisor to manage an assigned portfolio of members, ensuring their multifaceted financial needs are met. The role requires experience in credit services, with at least 5 years in a financial institution. Successful candidates will possess exemplary relationship management skills, knowledge in financial planning, and a proven sales record. This position offers a chance to make a significant impact on members' financial wellbeing in a collaborative environment.#J-18808-Ljbffr