Financial Advisor, Investments

$58,540 - $73,710 with 9% Short Term Incentive Target

Overview

As 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.

Your time

• Proactively identify members financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning
• Provide account and investment products within scope of position, to meet member needs
• Ensure complete, accurate and timely documentation
• Adhere to security and operational policies, procedures and operational controls
• Ensure healthy balance between opportunity & risk an...