Position Overview
KEY ACCOUNTABILITIES :
Responsible for Member Investment, wealth planning and advice
Direct advice on mutual funds and ongoing servicing of a book of business
Work to educate all other areas of the organization on wealth and to assist in referral flow to the Wealth Management Business.
Offer financial planning and refers members to appropriate levels of Wealth service or Insurance advisor when required.
Provide exceptional experience to our mid-tier Wealth members
Identify and leverage opportunities to engage in the promotion of ACU products and services through referrals to our partners
Model ACU's commitment to rural and agricultural communities, francophone services, and values-based banking, respectful workplace and diversity, equity and inclusion.
Act as an ambassador of ACU by being visible in the organization and the community support of corporate and community initiatives.