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Thank you.
Were looking for a motivated team-player with a strategic mindset to come on board temporarily as a Financial Advisor in Humboldt. 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 making informed decisions to meet their financial goals.
Building solid relationships and become a trusted financial partner
Providing solutions and alternatives, including accounts and lending products and serviceto meet new and existing members' need
Providing support to our front-line team
Experience:
Experience working in the financial industry
Experience working in a customer care/customer service role
Experience in portfolio management is an asset
First Canadian Title Training; or willing to take this training
Registered Retirement Consultant designations; or willingness to take this training