About this role
We are actively seeking two Financial Advisor's at our branch in La Ronge, Saskatchewan. We will consider applicants with limited advisory experience and a desire to learn more.
As a Financial Advisor, you will focus on cultivating meaningful relationships within 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).
The experience you bring
- 1+ years of Financial Industry Experience
- Experience working in a customer service role
- Experience in portfolio management is an asset
- IFIC Licensed and experience selling Mutual Funds is an asset
- Experience in underwriting and approving 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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