$67,660 - $84,570 with a 10% Short Term Incentive TargetAs a Senior Financial Advisor at our branch in Lemberg, Saskatchewan, you are 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, including consumer lending and investments (including mutual funds).ResponsibilitiesProactively identify members financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planningProvide account, investment and lending products, within scope of position, to meet member needsEnsure complete, accurate and timely documentationAdhere to security and operational policies,



procedures and operational controlsEnsure a healthy balance between prospect & risk and between growth & profitabilityQualifications5+ years of Financial Industry Experience in an Advisory CapacityExperience working in a customer care/customer service roleExperience in portfolio managementIFIC Licensed and experience selling Mutual Funds with that designation is requiredExperience in Underwriting Loans is required, experience in approving those loans is an assetPersonal Financial Services Associate designation; or working towards itCertified Financial Planner Designation; or working towards it#J-18808-Ljbffr

📌 Senior Financial Advisor - $67,660 - $84,570 A Year (Theodore)
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📍 Theodore