Senior Financial Services Professional
1 week ago
We are seeking a highly skilled Senior Financial Services Professional to join our team in Regina. As a key member of our team, you will be responsible for providing expert advice and guidance to our clients, helping them achieve their financial goals and navigate complex financial decisions.
About the RoleThis is a fantastic opportunity to work with a leading financial institution and make a real impact on people's lives. You will have the chance to develop your skills and expertise, working with a talented team of professionals who are passionate about delivering exceptional client service.
Key Responsibilities- Provide expert financial advice and guidance to clients, helping them achieve their financial goals and navigate complex financial decisions.
- Develop and maintain strong relationships with clients, understanding their needs and preferences, and tailoring solutions to meet their individual requirements.
- Work closely with colleagues across the organization to share knowledge, best practices, and insights, ensuring that clients receive seamless and consistent service.
- Stay up-to-date with market trends, regulatory changes, and industry developments, applying this knowledge to provide innovative and effective solutions for clients.
In addition to a competitive salary, we offer a range of benefits, including:
- A comprehensive training program to help you develop your skills and expertise.
- A supportive and collaborative work environment, where you can grow and succeed.
- A generous compensation package, including bonuses and incentives.
- The opportunity to work with a leading financial institution, making a real impact on people's lives.
To be successful in this role, you will need:
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
- Completed Certificate in Financial Services Advice, offered through the CSI (i.e. Personal Financial Service Advice and Financial Planning I).
- 2-3 years of proven sales experience in the financial services industry, handling credit and investments.
- Demonstrated ability to build trust and maintain long-term client relationships.
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.).
We are committed to creating an inclusive and diverse workplace, where everyone has the opportunity to thrive. Our team is passionate about delivering exceptional client service, and we believe that everyone has a role to play in shaping our future success.
Join us, and you'll become part of a dynamic and supportive team, dedicated to making a positive impact on people's lives. With a range of opportunities for growth and development, you'll be able to realize your full potential and achieve your career goals.
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