Job Order Detail

Description

Were looking for a reliable and trustworthy person with a strategic mindset to come on board as our Financial Advisor in Lanigan. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will get to know our members, determine their priorities, and assist them in reaching their ultimate financial goals.

Your Time:
Working closely with our members on a day-to-day basis to assist them in working toward realizing their individual financial goals.
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 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.
Helping to educate our members on the value of our products and services and strive to provide the most up-to-date and relevant financial information available.

Experience:
Experience working in the financial industry
Experience working in a customer care/customer service role
Experience in portfolio management including lending and investments
Licensed to sell Mutual Funds; or willingness to obtain this designation
Sagen/CMHC online training
First Canadian Title Training
Registered Retirement Consultant designations; or willingness to obtain this designation