Job Description
We are hiring for a Financial Advisor in our Stony Plain and Wabamun branches .
Additional information: Home branch will be Stony Plain with the expectation to cover Spruce Grove and Wabamun as required.
Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long‑term relationships with members, building trust, and delivering customized financial solutions that shape their financial fitness.
What you’ll be doing:
- Identifying opportunities to match members with the right products and solutions that help shape their financial fitness
- Meeting and exceeding sales targets and referral goals
- Participating and assisting in business development plans through corporate/branch marketing campaigns
- Demonstrating excellent communication skills and engaging members in conversations to determine their ...