Job Order Detail

Description

As a Senior Financial Advisor (SFA), 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 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:
Memberships and accounts including lines of credit
Consumer investment products including mutual funds
Complex consumer lending products
Cards
Registered products
Safety deposit boxes
Mobile banking solutions
Day to day banking needs

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