Financial Advisor, Specialist

1 minute ago

Regina, Canada Autismservices Full time

OverviewWe are actively seeking a dynamic and adaptable individual with a strategic mindset to join our team as a Financial Advisor Specialist within our Regina market. In this role, you will focus on cultivating strong and reliable relationships with our members. Through meaningful conversations and continuous support, you will offer personalized insights and solutions, empowering our members to make well-informed decisions about their finances. This role builds on experience gained as a Financial Advisor Generalist and marks your step into either consumer lending specialization, or specialization in investments and mutual funds.ResponsibilitiesOffering financial solutions and specializing in either consumer investments (including registered accounts, products, and mutual funds), or lending services (including consumer loans, mortgages, etc.), to fulfil the evolving needs of our members.Growing and refining your skills and knowledge to consistently perform with confidence.Qualifications2 3 years of financial industry experience in an advisory capacityExperience in a sales position considered an assetExperience in portfolio management #J-18808-Ljbffr

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