Financial Services Advisor
4 weeks ago
About the Role
We are seeking a highly skilled Financial Services Advisor to join our team at G&F Financial Group. As a Financial Services Advisor, you will be responsible for providing exceptional financial advice and services to our members, helping them achieve their financial goals and objectives.
Key Responsibilities
- Provide high-quality financial advice and services to meet the needs of new and existing members
- Actively engage members at their first point of contact to identify their financial needs and promote personal banking solutions
- Maintain and grow the member portfolio by identifying members' needs and referring them to our business partners as appropriate
- Conduct interviews with members to identify lending needs and collect information for loan applications
- Sell, prepare, and ensure accurate processing of deposit/investment products and services
- Resolve problems with member's accounts and deposit instruments using sound judgment
Requirements
- Minimum years of job-related experience
- Back to Basics - Lending Program
- Financial Planning I to be completed within months of start date
- A degree in Business Administration or related area is preferred
- CUIC: Consumer & Residential Mortgage Lending is preferred
What We Offer
- Competitive base salary
- An incentive bonus plan
- Extended health care, dental coverage, and disability coverage
- Favorable vacation benefits
- RRSP with Employer contributions
- Special banking perks
About Us
G&F Financial Group is a dynamic and growing financial institution that is committed to providing exceptional service to our members. We are a team of dedicated professionals who are passionate about helping our members achieve their financial goals and objectives.
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