Job Posting Details

Investment Advisor, TCU Financial Group

Location:Saskatoon, Saskatchewan
Posting Date:February 11, 2019
Closing Date:March 11, 2019
Web Site:www.tcufinancialgroup.com
Employment Type:Full-time

Investment Advisor, Qtrade Advisor

Certified Financial Planner, TCU Wealth Management

 

Are you….

A highly motivated self-starter with an extensive knowledge of wealth management and financial products and services, financial planning concepts and current legislation?

A results oriented professional motivated by helping your clients achieve financial success?

A team player accustomed to working collaboratively with Business and Retail partners to provide solutions for your clients’ unique and complex financial situations?

A sales and service focused expert who thrives in a fast-paced, challenging environment and is inspired by achieving and exceeding both personal and team goals?

If so….

As part of the TCU Wealth Management Team, you will be responsible for the delivery of full service brokerage and comprehensive financial and estate planning. This includes ~ building a book of business through the sale of all eligible investment products available through Credential Qtrade Securities Inc. ~ Managing investment portfolios ~ Providing analysis, advice, counseling and recommendations in all financial planning aspects.

Then….

This opportunity may be the one for you!

TCU Wealth Management is seeking to fill the position of Full Time Investment Advisor/Certified Financial Planner; located in Saskatoon.

You are motivated by the thought of this challenge and can demonstrate success through a minimum of 4-6 years of related experience with a full service brokerage firm along with a Certified Financial Planner Designation and a post-secondary degree or diploma in Commerce or Business Administration.

A competitive total compensation package is available which includes base salary plus variable pay, enhanced vacation allowance, Group Benefits and a 7% matched Pension Plan.

TCU Financial Group is a Saskatchewan based credit union with a staff of 115 and offices in Saskatoon and Regina.

The deadline for this career opportunity is Monday, March 11, 2019.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
PO Box 5050
Saskatoon SK S7K 4E3
Fax: 306-653-6741
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com