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Provide consultative investment and financial planning services to members, recommend suitable investment products, initiate transactions with broker/dealer, maintain compliance and OSJ communication, conduct annual financial reviews, and meet with members by phone and in person.

Perform financial research and reporting, analyze large datasets, build dashboards and models (SQL, Tableau, Dundas), support month-end/year-end close, reconcile accounts, and provide actionable insights for operational and strategic decisions.