Associate Financial Consultant - McTavish

Reporting to the Branch Manager, the Associate Financial Consultant plays a vital role in supporting members with their everyday banking needs while building and retaining meaningful relationships. This position focuses on delivering efficient, friendly, and knowledgeable service to help members manage their daily finances with confidence.

The role emphasizes assisting members with foundational financial matters—such as saving, spending, and managing routine transactions—while identifying opportunities to connect them with appropriate solutions and referring to internal experts when specialized advice is needed—ensuring each member's best interest remains the top priority.