Financial Services Advisor I

As a full-time Financial Services Advisor I (FSA I), 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. This opportunity will support our members in Tisdale. How youll be spending 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 -Memberships and accounts including lines of credit -Consumer investment products (excluding mutual funds) -Non-complex consumer lending products The experience youll bring: 1 to 2 years of Financial Industry Experience in an Advisory Capacity Experience in a Sales position is considered an asset Experience in portfolio management Completion of or working towards the Financial Planner and Personal Financial Services Advice designations Investment Funds in Canada (IFIC) is considered an asset