Job Order Detail

Description

Were currently seeking a Financial Advisor to join our team at our branch in La Ronge, Saskatchewan. This position is ideal for someone looking to gain valuable experience and develop their skills in the financial industry & customer service. While previous experience in this field is a plus, it is not a requirement. Many of our employees have started out in other industries. We are more interested in your enthusiasm, eagerness to learn and positive attitude. Plus, we will be there to train and support your development. Through conversations and ongoing support, you will get to know our members, determine their priorities, and assist them in reaching their ultimate financial goals.

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 becoming 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 to meet new and existing needs of our members.
- Helping to educate our members on the value of our products and services and striving to provide the most up-to-date and relevant financial information available.

Your experience:
- High School diploma
- Experience in the financial industry is valued
- Experience working in a customer care/customer service roleis an asset
- Familiarity with portfolio management would be an advantage
- Having a Mutual Funds license is great, or willing to work towards that designation
- Familiarity of Genworth/CMHC online training is helpful; or willingness to complete within required timeline.
- Knowledge of First Canadian Title procedures is beneficial; or willingness to complete this training within required timeline