Job Detail

Were looking for a reliable and trustworthy person with a strategic mindset to come on board as a Senior Financial Advisor in the Regina Market.

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

Were looking for a reliable and trustworthy person with a strategic mindset to come on board as a Senior Financial Advisor in the Regina Market.

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:
18 to 24 Months of Financial Industry Experience in an Advisory Capacity
Experience working in a customer care/customer service role
Experience in portfolio management
IFIC Licensed and experience selling Mutual Funds with that designation is required
Experience in Underwriting Loans is required, experience in approving those loans is an asset
Personal Financial Services Associate designation; or working towards it
Certified Financial Planner Designation; or working towards it

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