This job is no longer taking applications and is displayed only for reference.
To view current postings please conduct a new search.
Thank you.
Were looking for a reliable and trustworthy person with a strategic mindset to come on board as our temporary Financial Advisor to support our Moosomin and Rocanville branhces. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will get to know our members, determine their priorities, and assist them in reaching their ultimate financial goals.
How youll be spending your time
Working closely with our members on a day-to-day basis to assist them in working toward realizing their individual financial goals.
Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
Providing solutions and alternatives, including accounts and mid-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products) to meet new and existing needs of our members.
Helping to educate our members on the value of our products and services and strive to provide the most up-to-date and relevant financial information available.
The way people describe you
You are a people person. Someone who develops relationships based on understanding and trust. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.
The experience you bring
Experience working in the financial industry
Experience working in a customer care/customer service role
Experience in portfolio management