Senior Financial Advisor Role Overview

As a Senior Financial Advisor at our branch in Prince Albert, 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, such as consumer lending and investments (including mutual funds).

How you’ll be spending your time

Member Experience and Sales

• Proactively identify members’ financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning
• Provide account, investment and lending products, within scope of position, to meet member needs:
  • Memberships and accounts including lines of credit
  • Consumer investment products including mutual funds
  • Complex consumer lending products
  • Cards
  • Registered products
  • Saf...