Libro Credit Union Financial Advisor

Join Libro Credit Union as a Financial Advisor in Leamington. Focus on high-value members by delivering personalized financial solutions tailored to individual needs.
In this role, you will manage complex financial needs for a defined portfolio, acting as a key point of contact. The position requires providing comprehensive advice on personal lending, mortgages, and investment transactions. Foster member loyalty by engaging in proactive business development and internal opportunity identification.
Key Responsibilities:
• Act as the primary contact for high-value members
• Provide tailored financial advice across services
• Identify internal cross-sell and up-sell opportunities
• Engage specialists for advanced expertise when needed
• Attract new high-value members through outreach
Requirements:
• Bachelor’s degree or diploma in a related field
• Mutual Funds license is a must
• 3+ years in banking or financial advisory
• Proven track record in portfo...

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Submit your application today and join our talented team at Libro Credit Union.

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