Job Order Detail

Description

As a Financial Advisor, you are responsible for understanding our members financial goals and supporting their achievement through the provision of sound financial advice. This includes the offering and fulfillment of financial services and products to new and existing non-portfolio aligned members. This opportunity is located in the Moose Jaw, Saskatchewan branch.

Your time:
Proactively identify members financial goals and provide advice and solutions to support their achievement
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 healthy balance between opportunity & risk and between growth & profitability

Your experience:
1 to 2 years of Financial Industry Experience in an Advisory Capacity
Experience in a Sales position is considered an asset
Experience in portfolio management
Completion of or working towards the Financial Planner and Personal Financial Services Advice designations
Investment Funds in Canada (IFIC) is considered an asset