Job Order Detail

Description

As a Senior Financial Advisor, in Prince Albert, 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 work:
-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 need

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