Job Order Detail

Description

As a temporary full-time Financial Services Advisor I in Kipling, 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 term is set to end April 2027.

Your time:
Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services
Increase retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfaction
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