Job Description
Overview
As a locally based financial institution, Cambrian Credit Union is known for working within our community. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; Innovative Spirit.
Position
Financial Advisor to join our Wealth & Advisory Services team. The Financial Advisor is responsible for managing & growing an assigned portfolio of valued Aviso Wealth investors, offering full suite of NEI Investment solutions, while delivering customized advice. Through the creation and delivery of financial strategy tailored to member unique financial journey, deliver a meaningful member experience through both video and in person meeting channels. Working in close collaboration, primarily with Cambrian retail branch teams, the Financial Advisor will focus on external asset consolidation of existing members and to deliver comprehensive advice with...