Job Order Detail

Description

As a Financial Advisor  Lending in Prince Albert, you will be responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products. As part of this role, you will specialize in all things consumer lending.

Your time:
Proactively identify members financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning
Provide account and lending products, within scope of position, to meet member need
Ensure complete, accurate and timely documentation
Adhere to security and operational policies, procedures and operational controls
Ensure healthy balance between opportunity & risk and between growth & profitability

Your experience:
2 to 3 years of Financial Industry experience in an Advisory Capacity
Experience in underwriting and approving credit applications
Experience in a Sales position is considered an asset
Experience in portfolio management
Completion of or working towards the Financial Planner and Personal Financial Services Advice designations