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Personal Account Manager at First Credit Union

Language

Compensation

CA$31 – CA$37/hr

Location
Powell River, British Columbia
Level
mid
Posted

Description

FCU Community Financial is hiring a Personal Account Manager in Powell River to provide deposit, investment, and lending advice to existing and growing member portfolios. The role focuses on building relationships and referral networks, meeting portfolio growth targets, prospecting for additional needs, supporting branch campaigns, and developing community relationships. Candidates must hold an active mutual funds license, have at least three years of sales and financial services experience, and possess knowledge of account, lending, and deposit products; working toward a Personal Financial Planner or Certified Financial Planner designation is also mentioned.

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