Canadian Lakes Financial Advisor

Canadian Lakes Financial Advisor: Provide financial advice to clients, generate new business, and meet sales goals. Collaborate with the Isabella Wealth team to coordinate financial plans and monitor outcomes.

Requirements

• Generate new business opportunities
• Meet with clients to establish goals and analyze financial information
• Recommend financial plans and monitor outcomes
• Coordinate financial plans with the Isabella Wealth team and other professionals
• Identify centers of influence and develop a network of potential referral sources
• Cross sell bank products and services
• Represent Isabella Bank in community events
• Mentor bank employees to expand financial planning opportunities