Job Posting Details

Associate Financial Advisor, Spruce Credit Union

Location:Prince George, British Columbia
Posting Date:November 7, 2018
Closing Date:November 21, 2018
Web Site:www.sprucecu.bc.ca
Employment Type:Full-time / Part-time

Position: ASSOCIATE FINANCIAL ADVISOR

Location: 879 Victoria St

Job Type: Part -Time or Full-Time

Job Posted: November 7, 2018 – November 21, 2018

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Spruce Credit Union is proud to hire top talent who share our values and are committed to working together to support a strong and sustainable Credit Union. We're committed to helping our employees balance their professional, family, education and personal goals with our competitive compensation and benefits package. We also offer a variety of career development opportunities. If you're passionate about success and take pride in delivering exceptional member service and products, we'd like to meet you!

We are looking for a motivated individual who is looking to grow within our credit union and take on increasing responsibilities as an integral part of our team.  You will be assisting our Financial Planner and Investment Advisor in growing our business by providing administrative support, as well as meeting with members to process transactions.

RESPONSIBILITIES

· Contribute to an environment that aligns with our Values.

· Passion for delivering exceptional member service and dedication to building strong member relationships; peer relationships and connections in the community

· Committed to professional growth and responsible for ensuring skills and knowledge meet position requirements

· Passion for financial planning and helping people reach their financial goals

· Demonstrates strong attention to detail and accuracy in completing work and providing information

· Manage time efficiently with the ability to quickly adapt to changing priorities and a willingness to tackle new challenges

· Demonstrates strong financial knowledge and awareness

EDUCATION & EXPERIENCE

  • 2+ years of experience in a relevant capacity or client facing environment
  • Must have necessary education to obtain mutual fund license.
  • Must complete the Canadian Securities Course (CSC), Conduct and Practices Handbook and be licenced within 6 months of hire date
  • Having a Life Insurance license or obtaining one within 24 months of hire date would be considered an asset.
  • Ability to maintain and preserve strict confidentiality
  • Ensure controls are being adhered to, to ensure compliance with organizational policies, procedures and governance.
  • Commitment to ongoing development and education

APPLICATION INSTRUCTIONS

Please submit your resume, cover letter & salary expectations to:

Executive Assistant

careers@sprucecu.bc.ca