Financial Advisor - Various Levels

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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. 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).

How youll be spending your time

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

• Memberships and accounts including lines of credit
• Consumer investment products including mutual funds
• Complex consumer lending products
• Cards
• Registered ...