Canadian Lakes Financial Advisor

Provide financial advice to clients, generate new business, and coordinate financial plans. Meet sales goals, work with the Isabella Wealth team, and mentor bank employees.

Requirements

• Generate new business opportunities
• Meet with clients to establish goals and recommend financial plans
• Coordinate clients' financial plans
• Identify centers of influence and build relationships
• Cross sell bank products and services
• Represent Isabella Bank in community events
• Mentor bank employees

Benefits

• Paid time off
• 401k matching
• Health insurance
• Retirement plan