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Are you great with numbers, and even better at building relationships? We're looking for a finance-savvy, dedicated Financial Services Advisor to join our team at the Yorkton branch of Cornerstone Credit Union!
As a Financial Services Advisor you'll be an important part of a team of knowledgeable salespeople who share a genuine commitment in partnering with our members to achieve their financial goals. You will create exceptional member experiences for both new and existing members by delivering smart financial advice, solutions and alternatives through proactive needs-based sales and services. You'll provide insight to our members in areas like accounts, complex consumer investments (terms, registered products, mutual funds) lending products and services (consumer loans and mortgages, including builder mortgages, small farm and business lending) insurance, and estate processing all to help them meet their financial needs. You will develop solid working relationships with our members and work hand in hand with many areas of our organization all in providing excellent member service!
Post-secondary education in Business or a related discipline with at least 2 to 4 years progressive sales and service investment experience managing a diverse portfolio (investments and lending) in a consumer banking environment is the minimum requirement for this position, but you'll have a leg up if your experience includes mutual funds sales experience or if you are working on obtaining your mutual funds designation. If you know what makes Cornerstone Credit Union different and the products and services we provide, that's even better! Plus, this position offers plenty of opportunity for on-the-job learning and career development.
You'll receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks.
Work Setting
- Banking
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