Financial Solutions Associate - Brentwood Branch

The Financial Solutions Associate provides proactive, milestone‑based financial guidance and general investment advice to members without an assigned portfolio. This sales‑driven role supports business growth by delivering goal‑based advisory, building strong member relationships, and uncovering opportunities that align with key financial milestones such as saving, debt management, early investing, and future planning.

The Associate offers holistic guidance on savings accounts, GICs, term deposits, and registered/non-registered products, and ensures timely referrals to licensed specialists or planners when needed.