AddressDescription
Were looking for an agile and adaptive person with a strategic mindset to come on board as a Senior Level Financial Advisor in Prince Albert. 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 closely with our members on a day-to-day basis 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, who proactively uncovers and identifies member needs through meaningful conversations.
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.
Growing and adapting your skills and knowledge in order to consistently perform with confidence.
Your experience:
2 years of Financial Industry experience in an advisory capacity
Experience working in a sales/customer service role
Experience in portfolio management
License and experience in selling Mutual Funds is required
Experience in underwriting consumer loans is required
First Canadian Title Training
Registered Retirement Consultant designations; or working towards this designation
