Lethbridge, Ab Financial planner Jobs – 4 Openings This Week

Financial Service Representative
1st Choice Savings and Credit Union Ltd —Coaldale, AB
- Full-time
- Finance
- Accounting
- Financial services
- Dental care
- Life insurance
Quick apply
12d
Financial Planner, Scotia Financial Planning - Lethbridge
Scotiabank —Lethbridge, AB
- Sales
- Travel
2d
Financial Planner Investment and Retirement Planning
Royal Bank of Canada —Lethbridge, AB
- Full-time
- Computer networking
- Flexible schedule

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Financial Service Representative
1st Choice Savings and Credit Union Ltd —Coaldale, AB
Referring members to specialized experts within the credit union network such as Financial Advisors, Financial Planners, Account Managers, when more complex…
Quick apply
12d
Financial Planner, Scotia Financial Planning - Lethbridge
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A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
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Financial Service Representative

1st Choice Savings and Credit Union Ltd -
Coaldale, AB

Quick apply

Job details

Full-time
12 days ago

Qualifications

Post-secondary education
Finance
Accounting
Financial services
Chartered Financial Analyst

Full job description

Company Overview

We’re excited to announce that 1st Choice Savings is expanding, with a brand-new branch coming to Coaldale, AB. This new location represents an important step in our continued growth and commitment to serving Southern Alberta communities. As we prepare to open our doors, we are looking for passionate team members to join us and help bring our trusted advice, service, and expertise to Coaldale residents.

For further information, please check out our website at www.1stchoicesavings.ca

Position – Financial Service Representative

The Financial Service Representative is responsible for recognizing the needs of the members and thinking creatively to identify opportunities and solutions that are mutually beneficial to 1st Choice Savings and the members’ financial goals.

What You’ll Do:

Engage and deliver the 1st Choice Savings brand promise by delivering a consistent brand experience to members:

Follow the 1st Choice Onboarding activities to ensure consistent experience delivery with every interaction.
Proactively manage and maintain regular communication with members to strengthen and grow their financial relationship by helping members manage their short to long term goals for deposit accounts, investments, and lending needs by providing general counsel, advice, and guidance as it aligns with their financial goals.
Provide basic financial counselling to help members manage their budgets, plan for major expenses, and make informed financial decisions.
Actively promote and cross-sell various suitable financial products and services aiming to increase the overall profitability of the credit union.
Referring members to specialized experts within the credit union network such as Financial Advisors, Financial Planners, Account Managers, when more complex financial needs arise.
Use the supporting tools available to help identify the member’s current financial situation, their future financial goals, and to support how the members can accomplish their future financial goals.
Maintaining accurate and up-to-date records of member interactions, transactions, and account information through the appropriate systems such as a CRM, banking floor system, and financial discovery tools.

Focus on Business Development initiatives that will align with the corporate strategy and brand promise:

Review and update existing credit and loan files in a timely fashion and utilize this as an opportunity to provide value-added information, advice, and recommendations.
Generate and develop new memberships to increase revenue by outbound calling, attending networking functions, and creating a referral base through centers of influence or existing membership base.
Promote and maintain awareness of 1st Choice Savings in your community and network. Participate in any development activities to ensure the success of the branch and the organization.
Maintain appropriate record keeping ensuring year end goals are met, i.e. Pipelines, goal tracking, maintaining calendar bookings, etc.
Develop and maintain strong relationships with center of influences, management, members, and the community.
Manage risks within the standards of sound business practice and comply with the legal and regulatory requirements.

Who You Are:

Our ideal candidate will have the following:

Post-secondary education in commerce or finance, or an equivalent combination of education and experience.
Highly organized individual with a strong desire for quality work standards.
1-3 years of experience in the financial services; previous experience in lending and investments would be a strong asset.
Has a high standard of integrity when dealing with members by taking a member-centric approach, following through on commitments, respecting privacy and confidentiality, ethical decision-making, taking ownership, and conveying genuine empathy and understanding towards member concerns and needs.
Highly flexible with strong interpersonal skills to work effectively in a diverse environment. Ability to deal with people sensitively, tactfully, diplomatically, and professionally always.
Commitment to ongoing training and development to stay informed about organizational and industry changes, regulations, and ethical standards.

We thank all candidates for their interest, however only those candidates selected to be interviewed will be contacted.

Job Type: Full-time

Benefits:

Company pension
Dental care
Extended health care
Life insurance

Application question(s):

Are you legally authorized to work in Canada?

Work Location: In person

Quick apply

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financial planner jobs in lethbridge, ab

Financial Service Representative

Financial Planner, Scotia Financial Planning - Lethbridge

Financial Planner Investment and Retirement Planning

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