financial advisor
Posted on
November 22, 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 Your experience:Experience working in a customer care/customer service roleExperience in portfolio managementCompletion of, or working towards the Financial Planner designation would be an assetLicense and experience in selling Mutual Funds would be an asset
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LocationWhitewood, SK
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Workplace information
On site
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Salary$48,480 to $70,700YEAR annually
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Starts as soon as possible
- Source
SaskJobs
#1385072
Advertised until
2024-12-08
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