Job Order Detail

Description

Were looking for an agile and adaptive person with a strategic mindset to come on board as a Senior Level Financial Advisor at our Crossing branch in Regina. 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 with our members 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
- Providing solutions and alternatives, including accounts and complex-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) 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 is required
- Experience in Underwriting Loans is required, experience in approving those loans is an asset
- Personal Financial Services Associate designation; or working towards it