We’re seeking people who are deeply motivated to learn about our customers (members), help them articulate and achieve their goals, and celebrate alongside them when goals are reached. We want only the most generous of heart, with a deep technical savvy to help our members establish a solid financial foundation, build a strong financial future, grow it and protect it.
As a Financial Advisor, you help members build a financial plan. You are their financial coach! For our members, this means increasing their financial fitness to achieve financial well-being. You’ll help them with goals, establishing priorities and checking in to support progress along the way. You will be proactive with our members as life changes and marking significant milestones.
You are fascinated with the tools and strategies a member can use to build dreams. You will engage members in risk management conversations, and you do so with the best interest of the member in mind.
You’ll be successful in this role if you have a rich knowledge of financial planning from experience and education; a Certified Financial Professional (CFP) designation or Personal Financial Professional (PFP) designation, and a Mutual Fund license are all requirements for the role either immediately or within an established timeframe.
The people that know you, trust you. You are entrepreneurial in nature, and able to work with lots of autonomy. You seek out goal-setting for yourself. Those same people describe you as driven, sharp, and an adaptable communicator. A sense of humour is required. So is passion…..for your career, your members, our Credit Union, and our community. We’re deeply committed to volunteerism. You’ll have many opportunities to contribute to making our communities stronger.
If the above describes you, we want to hear from you. Submit your cover letter and resume before the end of the day on Tuesday, June 15th, to firstname.lastname@example.org. Please quote competition #212802 in the Subject Line.
Location: Lloydminster, SK
Schedule: Full-time, 37.5 hours per week, Monday – Friday.
Position: Permanent full-time
Travel: A minimum of one branch visit per month, will be required.
Please note our hours of operation are currently: Monday to Friday 8:30 a.m. to 5:00 p.m. Flexibility to work outside various hours is required for travel, events, and member meetings.
We thank you for your interest, we will only contact those under consideration. If you are successful for this role, you will undergo a bonding process that includes a criminal record check and credit check.
We are committed to being an equal opportunity employer.
Find out more about us! https://www.youtube.com/user/SynergyCreditUnion