Job Detail

As a Senior Financial Advisor (SFA), in the community of Southey, Saskatchewan, you are 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, including consumer lending and investments (including mutual funds).

Your time:
Proactively identify members financial goals and provide advice and solutions to

As a Senior Financial Advisor (SFA), in the community of Southey, Saskatchewan, you are 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, including consumer lending and 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, investment and lending products, within scope of position, to meet member needs
Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services
Ensure complete, accurate and timely documentation
Adhere to security and operational policies, procedures and operational controls
Ensure a healthy balance between opportunity & risk and between growth & profitability (e.g. through understanding and application of profitability margins in rate negotiation, fee subsidies, etc.)
Provide support, assistance and backup as required for retail team

Your experience:
5+ years 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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