personal financial services associate

As a full-time Financial Advisor, Investments, you will be responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products. As part of this role, you will specialize in all things investments, including mutual funds. Your time:Proactively identify members financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planningProvide account and investment products within scope of position, to meet member needsEnsure complete, accurate and timely documentationAdhere to security and operational policies, procedures and operational controlsEnsure healthy balance between opportunity & risk and between growth & profitability Your experience:2 to 3 years of Financial Industry Experience in an Advisory CapacityActively registered to sell Mutual Fund ProductsExperience in a Sales position is considered an assetExperience in portfolio managementCompletion of or working towards the Financial Planner and Personal Financial Services Advice designationsInvestment Funds in Canada (IFIC) or Canadian Securities Course (CSC) license is required Location Moosomin , SK Work location On site Salary $ 58,536 to $ 87,804 YEAR annually Terms of employment Full time Starts as soon as possible Source SaskJobs #1536477 Various locations Moosomin, SK