• Deliver insightful financial advice by anticipating member needs, leveraging financial tools, life-stage cues, and gathering information to assist with forward-looking conversations that support long-term financial goals
• Advise on a wide range of credit solutions, including personal loans, lines of credit, and mortgages, by assessing member goals and financial capacity, structuring applications, and ensuring alignment with credit policies and risk guidelines.
• Holistically onboard new and existing members by conducting in-depth financial conversations to uncover current and future needs, recommending appropriate banking, lending, and investment solutions, and promoting the use of digital tools to enhance the overall member experience.
• Provide advice and support for everyday and intermediate-level investment needs, including term deposits and registered products (e.g., RRSPs, TFSAs, FHSAs), while identifying opportunities to introdu...