Financial Advisor

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Overview

We are actively seeking a Financial Advisor at our branch in Wakaw, Saskatchewan who brings a solid background in Lending, Investments or both, along with a genuine drive to grow and advance. We will also consider applicants with limited advisory experience and a desire to learn more.

How You’ll Be Spending Your Time

As a Financial Advisor, you will focus on cultivating meaningful relationships with your assigned portfolio of members to understand their financial goals and support their achievement. This includes the offering and fulfillment of financial services and products, including consumer lending and investments (including mutual funds).

Member Experience and Sales

• Proactively identify members financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning
• Provide account, investment ...