Job Order Detail

Description

As a Financial Advisor, Investments, you will be 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. As part of this role, you will specialize in all things 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 and investment products within scope of position, to meet member needs:
Memberships and accounts
Consumer investment products
Cards
Registered products
Safety deposit boxes
Mobile banking solutions
Day to day banking needs

Your experience:
-2 to 3 years of Financial Industry Experience in an Advisory Capacity
-Actively registered to sell Mutual Fund Products
-Experience in a Sales position is considered an asset
-Experience in portfolio management