Financial Advisor

Description

As a full‑time Financial Advisor in Moose Jaw, you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound financial advice. This includes the offering and fulfillment of financial services and products to new and existing non-portfolio aligned members.

How you’ll be spending your time

Member Experience and Sales

• Proactively identify members’ financial goals and provide advice and solutions to support their achievement
• Provide account, investment and lending products, within scope of position, to meet member needs
• Memberships and accounts including lines of credit
• Consumer investment products (excluding mutual funds)
• Non-complex consumer lending products
• Cards
• Registered products
• Safety deposit boxes
• Mobile banking solutions
• Day-to-day banking needs
• Conduct...