Job Order Detail

Description

Were looking for a reliable and trustworthy person with a strategic mindset to come on board as a permanent Financial Advisor at our branch in Whitewood, Saskatchewan. 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.

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

Your experience:
Experience working in a customer care/customer service role
Experience in portfolio management
Completion of, or working towards the Financial Planner designation would be an asset
License and experience in selling Mutual Funds would be an asset