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Investment Advisor, Qtrade Advisor; TCU Wealth Mgt

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Job Order #: 5594727

NOC: 1114
Employer Name:
TCU Financial Group Credit Union
Posted Date:
20-Oct-2017
Location:
REGINA
 
# of Positions:
1
Employment Terms:
Full Time
Apply By:
17-Nov-2017
How to Apply?:
This job is no longer taking applications

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Employer Name:
TCU Financial Group Credit Union
Contact Email:
hr@tcu.sk.ca
Employer Website:
www.tcufinancialgroup.com


Description

Are you:
~ A highly motivated self-starter with an extensive knowledge of wealth management and financial products and services, financial planning concepts and current legislation?
~ A results oriented professional motivated by helping your clients achieve financial success?  
~ A team player accustomed to working collaboratively with Business and Retail partners to provide solutions for your clients unique and complex financial situations?
~ A sales and service focused expert who thrives in a fast-paced, challenging environment and is inspired by achieving and exceeding both personal and team goals?

If so:
As part of the TCU Wealth Management Team, you will be responsible for the delivery of full service brokerage and comprehensive financial and estate planning.  This includes ~ building a book of business through the sale of all eligible investment products available through Qtrade Securities Inc. ~ Managing investment portfolios ~ Providing analysis, advice, counseling and recommendations in all financial planning aspects.  

Then:
This opportunity may be the one for you!

TCU Wealth Management is seeking to fill the position of Full Time Investment Advisor/Certified Financial Planner; located in Regina.  

If you are motivated by the thought of this challenge and can demonstrate success through a minimum of 4-6 years of related experience with a full service brokerage firm along with a Certified Financial Planner Designation and a post-secondary degree or diploma in Commerce or Business Administration, then this position is for you!  

A competitive compensation package is available which includes an enhanced vacation allowance, Group Benefits and a 7% matched Pension Plan.

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