Job Order Detail

Description

Were looking for a reliable and trustworthy person with a strategic mindset to come on board as our permanent full-time Financial Advisor at our branch in Wawota, Saskatchewan. 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
Building solid relationships and become a trusted financial partner, .
Providing solutions and alternatives, including accounts and lending products and services to meet new and existing members' needs
Providing support to our front-line team by assisting members with day-to-day banking services

Your 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 willing to take this training