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Financial Service Representative

2 months ago

Edmonton, Alberta, Canada Envision Financial Full time

We are seeking a skilled Financial Service Representative to provide exceptional customer service to current and potential members.

The ideal candidate will identify member life stage cycles and provide financial advice or refer them to an appropriate advisor.

The role involves managing a portfolio of members, processing complex transactions, and promoting financial products and services to achieve annual branch goals.

Required skills include a college diploma in a related discipline, a Mutual Funds License, and experience in a Member Advisor role.

  • Member Service:
    • Builds strong relationships with current and potential members.
    • Identifies member life stage cycle and provides financial advice or refers to appropriate advisor.
  • Members Transactions:
    • Processes a full range of complex member transactions, including loans, mortgages, and investment products.
  • Branch Goals:
    • Supports achievement of annual branch goals and objectives through proactive promotion of financial products and services.
  • Branch Support:
    • Performs administrative duties, including estate administration, loan applications, and credit investigations.

Self-starter with ability to work independently and solve problems using common sense and sound judgment. Proven ability to plan, organize, and prioritize workload.