Job Order Detail

Description

We are actively seeking a dynamic and adaptable individual with a strategic mindset to join our team as a Financial Advisor  Specialist within our Regina market. In this role, you will focus on cultivating strong and reliable relationships with our members. Through meaningful conversations and continuous support, you will offer personalized insights and solutions, empowering our members to make well-informed decisions about their finances. This role builds on experience gained as a Financial Advisor  Generalist and marks your step into either consumer lending specialization, or specialization in investments and mutual funds.

Your time:
-Offering financial solutions and specializing in either consumer investments (including registered accounts, products, and mutual funds), or lending services (including consumer loans, mortgages, etc.), to fulfil the evolving needs of our members.
-Growing and refining your skills and knowledge to consistently perform with confidence.

Your experience:
-2  3 years of financial industry experience in an advisory capacity
-Experience in a sales position considered an asset
-Experience in portfolio management