Job Order Detail

Description

We are in search of a dependable and strategic-minded individual to join us as a Senior Financial Advisor supporting our La Ronge membership. This opportunity comes with a unique feature  residing in La Ronge is not a requirement. For this opportunity we offer the flexibility to work either remotely or on-site at one of our branches within Saskatchewan,but specifically managing the La Ronge portfolio. This unique option allows you to collaborate with our team and serve our members remotely, ensuring exceptional service while accommodating a different work location.You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will get to know our members, determine their priorities, and assist them in reaching their ultimate financial goals.

Your time:
Working closely with our members on a day-to-day basis to assist them in working toward realizing their individual financial goals.
Building solid relationships and becoming a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
Providing solutions and alternatives, including accounts and mid-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
Helping to educate our members on the value of our products and services and striving to provide the most up-to-date and relevant financial information available.

Your experience:
2 years of Financial Industry Experience
Experience working in a customer care/customer service role
Experience in portfolio management
Licensed and experience in selling Mutual Funds
Experience in underwriting consumer loans is required
Mortgage lending experience is required
First Canadian Title Training
Registered Retirement Consultant designation or willing to complete within required timeframe