Financial Services Associate/Advisor

Financial Services Associate (Lloydminster, SK)

We’re looking for a motivated, customer-focused, relationship-building and results-oriented person to join our Lloydminster Service Centre. As a full-time Financial Services Associate, you will help members understand their financial goals and provide sound financial advice, offering and fulfilling financial services and products to new and existing non-portfolio aligned members.

How You’ll Be Spending Your Time

Member Experience and Sales

• Proactively identify members’ financial goals and provide advice and solutions to support their achievement
• Provide account, investment and lending products, within scope of position, to meet member needs:
  • Memberships and accounts including lines of credit
  • Consumer investment products (excluding mutual funds)
  • Non-complex consumer lending products
  • Cards
  • Registered products
  • Safety deposit...