Financial Advisor (Princeton) Full Time

Job Description

We are currently seeking a Financial Advisor to join our team in Princeton. This is a full‑time permanent position supporting branch operations Monday through Friday.

The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investment and complex lending services. The role identifies the member’s life‑stage cycle and provides solutions to financial needs or refers members to an appropriate advisor. The Financial Advisor manages a portfolio of members.

Typical day

• Member Service: Build strong relationships with current and potential members; identify life‑stage cycle and provide financial advice or refer to an advisor.
• Member Transactions: Process a full range of complex member transactions including personal loans, retail mortgages, RRSP loans, investment products (typically under $100K in investable assets), opening personal or business acco...