Job Description
$50,180 - $62,720 with 7% Short Term Incentive Target
As a full-time Financial Advisor working in Moose Jaw, you are responsible for understanding our members financial goals and supporting their achievement through the provision of sound financial advice. This includes the offering and fulfillment of financial services and products to new and existing non-portfolio aligned members.
How You'll Spend Your Time:
- Proactively identify members financial goals and provide advice and solutions to support their achievement
- Provide account, investment and lending products, within scope of position, to meet member needs
- Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services
- Increase retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfaction
- Ensure healthy balance between ...
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