Job Order Detail

Description

As a temporary Senior Financial Advisor at the South Albert branch in Regina, you are responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products, including consumer lending and investments (including mutual funds).

Your time:
- Proactively identify members financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning
- Provide account, investment and lending products, within scope of position, to meet member needs
- Ensure complete, accurate and timely documentation
- Adhere to security and operational policies, procedures and operational controls
- Ensure a healthy balance between opportunity & risk and between growth & profitability

Your experience:
- 5+ years of Financial Industry Experience in an Advisory Capacity
- Experience working in a customer care/customer service role
- Experience in portfolio management
- IFIC Licensed and experience selling Mutual Funds with that designation is required
- Experience in Underwriting Loans is required, experience in approving those loans is an asset
- Personal Financial Services Associate designation; or working towards it
- Certified Financial Planner Designation; or working towards it