Job Description
Financial Services Associate (Lloydminster, SK)
We’re looking for a motivated, customer-focused, relationship-building and results-oriented person to join our Lloydminster Service Centre. As a full-time Financial Services Associate, you will help members understand their financial goals and provide sound financial advice, offering and fulfilling 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...
Ready to Apply?
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