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financial services advisor
Title posted on indeed.com - Financial Services Advisor - Winnipeg (Provencher)
Posted on October 10, 2024 by Employer details Caisse Financial Group
Job details
_*Your next job? your new joie de vivre*_ Manitoba?s oldest financial cooperative is inviting you to become part of its people. We offer a sense of community, job satisfaction and room for career growth. We?re seeking bilingual candidates who are looking to plug into a respectful, progressive work environment. We?re currently looking for people to fill the following position at our Provencher Branch (Winnipeg) *FINANCIAL SERVICES ADVISOR* (Full-time, permanent) *More about the position* As a Financial Services Advisor, you forge and maintain lasting relationships with current and potential Caisse members. You actively promote customer loyalty, acquire and maintain a dedicated customer base. You provide advice to members regarding their financial matters and offer investment and credit related products according to the members? needs while actively promoting the sale of related services. *What you bring:* * Previous experience as a Credit Officer or Financial Services Advisor would be an asset * Relevant financial service experience at a caisse, credit union or bank * Experience in managing a lending portfolio and mortgage accreditation would be an asset * Excellent skills in sales and cross-selling techniques * Strong communication skills * Demonstrates interest and a positive attitude towards his or her own training and career evolution * Ability to put into practice principles of financial planning and offer advice to members by presenting them with financial solutions which will allow them to meet their objectives * Good knowledge of Microsoft Office products * Strong bilingual communication skills in French, written and verbal, is required Salary is according to experience/qualifications and is accompanied by a comprehensive benefits package and incentive plan. We proudly provide a welcoming, diverse and caring workplace, work-life balance, career development, health and safety, among other rewards. _We thank all applicants however only those candidates selected for an interview will be contacted_ Job Types: Full-time, Permanent Benefits: * Dental care * Disability insurance * Employee assistance program * Extended health care * Life insurance * Paid time off * RRSP match * Vision care * Wellness program Schedule: * Day shift Experience: * lending: 1 year (preferred) Language: * French (required) Work Location: In person- LocationWinnipeg, MB
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source indeed.com #9482053711
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