Financial Advisor

As a temporary Financial Advisor in Rocanville for a six-month contract, 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.

Responsibilities

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:

• Memberships and accounts including lines of credit
• Consumer investment products (excluding mutual funds)
• Non-complex consumer lending products
• Cards

Qualifications

Your experience:

• 1 to 2 years of Financial Industry Experience in an Advisory Capacity
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