financial advisor
Posted on
September 19, 2024
by
Employer details
Conexus Credit Union
Job details
Were looking for a reliable and trustworthy person with a strategic mindset to come on board as a permanent Financial Advisor at our branch in Whitewood, Saskatchewan. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will get to know our members, determine their priorities, and assist them in reaching their ultimate financial goals. Your time:- Working closely with our members on a day-to-day basis to assist them in working toward realizing their individual financial goals.- Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.- Providing solutions and alternatives, including accounts and mid-level consumer investments and lending products and services to meet new and existing needs of our members. Your experience:- Experience working in a customer care/customer service role- Experience in portfolio management- Completion of, or working towards the Financial Planner designation would be an asset- License and experience in selling Mutual Funds would be an asset- Experience in the Application and Underwriting of Loans would be an asset- Mortgage lending experience- First Canadian Title Training- Registered Retirement Consultant designation or willing to complete within required timeframe
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LocationWhitewood, SK
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Workplace information
On site
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Salary$48,480 to $60,600YEAR annually
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Starts as soon as possible
- Source
SaskJobs
#1374681
Advertised until
2024-10-09
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