Representative - Partner - Crossroads Credit Union

General Accountability and Purpose

This position is responsible for working with credit union members to create simple needs analysis reports as well as comprehensive financial plans based on individual financial needs and goals and to provide retirement planning, investment counseling, estate planning, and disability insurance services. In addition this position is responsible for maintaining client files, conducting seminars on wealth management, administering a budget, and promoting the services of the credit union and Aviso Wealth Inc. (“AWI”) in the community.

II. Responsibilities

1.Conducts personal interviews with members, identifies individual member needs and goals, develops an appropriate financial plan, and makes appropriate recommendations.

2.Provides members with retirement planning, investment counseling (investment funds, stocks, bonds), estate planning, and life and disability insurance services.

critical illness insurance and long term...