$58,540 - $73,710 with 9% Short Term Incentive Target
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Overview
nAs a Financial Advisor, Investments in Southey, Saskatchewan, you will be responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products. As part of this role, you will specialize in all things investments, including mutual funds.n
Your time
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- Proactively identify members financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning
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- Provide account and investment products within scope of position, to meet member needs
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- Ensure complete, accurate and timely documentation
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- Adhere to security and operational policies,
procedures and operational controls
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- Ensure healthy balance between prospect & risk and between growth & profitability
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Your experience
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- 2 to 3 years of Financial Industry Experience in an Advisory Capacity
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- Actively registered to sell Mutual Fund Products
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- Experience in a Sales position is considered an asset
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- Experience in portfolio management
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- Completion of or working towards the Financial Planner and Personal Financial Services Advice designations
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- Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) license is required
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