Job Order Detail

Description

Were looking for an agile and adaptive person with a strategic mindset to come on board as a temporary Financial Advisor at our South Hill branch in Prince Albert. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will provide members with personalized insights and options, empowering them to make informed choices about their money.

Your time:
Working closely with our members on a day-to-day basis to assist them in setting goals and making informed decisions that improve their financial well-being.
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, consumer investments and lending products and services to meet new and existing needs of our members.

Your experience:
12 to 24 Months of Financial Industry Experience in an Advisory Capacity
Experience working in a customer care/customer service role
Experience in portfolio management
IFIC Licensed and experience selling Mutual Funds with that designation
Experience in underwriting consumer loans
Personal Financial Services Associate designation; or working towards it