Job Order Detail

Description

Were looking for a dependable person with a strategic mindset to come on board as a part-time Financial Advisor in Cudworth, working 3 days/week. You will work diligently to build solid and trusting relationships with our members. By engaging deeply with them, you'll uncover their priorities and provide tailored guidance to help them achieve their financial aspirations.

Your time:
- Working closely with our members daily to help them work 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 (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.

Your experience:
- Experience working in a customer care/customer service role.
- Experience in portfolio management would be an asset.
- Completion of or working towards the Financial Planner designation would be an asset.
- Licensed to sell Mutual Funds would be an asset; or working towards that designation.
Experience in the application and Underwriting of Loans would be an asset.