About This Opportunity: Financial Planning Consultant (Melville)
Gambling Odds is currently seeking a Financial Planning Consultant (Melville) to join their team in Melville.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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$84,570 with a 10% Short Term Incentive Target As a Senior Financial Advisor at our branch in Lemberg, Saskatchewan, you are 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, including consumer lending and investments (including mutual funds).
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Responsibilities Proactively identify members financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning Provide account, investment and lending products, within scope of position, to meet member needs Ensure complete, accurate and timely documentation Adhere to security and operational policies, procedures and operational controls Ensure a healthy balance between chance & risk and between growth & profitability Qualifications 5+ years of Financial Industry Experience in an Advisory Capacity Experience working in a customer care/customer service role Experience in portfolio management IFIC Licensed and experience selling Mutual Funds with that designation is required Experience in Underwriting Loans is required, experience in approving those loans is an asset Personal Financial Services Associate designation; or working towards it Certified Financial Planner Designation; or working towards it
Position DetailsKey Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join Gambling Odds?Gambling Odds offers a supportive work environment in Melville, where employees can grow and develop their skills. This Financial Planning Consultant (Melville) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
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