Do you have an entrepreneurial spirit and can easily build positive relationships with your team and those you serve? Would you thrive in an environment committed to providing exceptional service and individualized financial advice? Are you a motivated professional driven by results with a genuine interest in helping others achieve their financial goals?
Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Investment Advisor opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional service to our members in branches throughout our trading area. Reporting to the Manager Advisory Services, the Investment Advisor will have a strong aptitude for relationship-building, and will deliver expert advice to both current and prospective members to assist them in meeting their financial objectives.
Manage and build value-based relationships with colleagues and members
Offer wealth management and investment advisory products and services through Credential Qtrade Securities Inc.
Deliver quality advice to members, specializing in the area of investments, mutual funds, and brokerage services
Provide solutions that support the financial wellbeing of members, while ensuring that growth targets are achieved
Effective implementation of member strategies, management of investment portfolios, and ongoing evaluation of performance
Business development that supports maintaining and servicing existing members, identifying new opportunities within the current book of business, and developing strategies for growth
Completion of the Canadian Securities Course and licensed, or eligible to be licensed, as a full service Investment Advisor
Certified Financial Planner Designation (CFP) or Personal Financial Planning Designation (PFP)
Preferred 3 – 5 years work-related/industry experience, with a demonstrated ability to gather assets
Sales-oriented background with a strong understanding of the sales process and business development
Excellent public relations, interpersonal, oral and written communication skills with an aptitude for relationship building
Detail-oriented with a strong understanding of tax laws, money markets, and the economy in general
How to Apply:
For additional information on this opportunity, please contact Bridgette Hilmoe, Manager Advisory Services, at 306-882-5659. To apply, please submit an electronic copy of your cover letter and resume on or before October 19, 2021 to: email@example.com.We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.