Financial Advisor, Investments
Full-time
Conexus Credit Union
As a Financial Advisor, Investments, you will be 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. As part of this role, you will specialize in all things investments, including mutual funds.
Your time:Proactively identify members financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning
Provide account and investment 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 healthy balance between opportunity & risk and between growth & profitability Your experience:
2 to 3 years of Financial Industry Experience in an Advisory Capacity
Actively registered to sell Mutual Fund Products
Experience in a Sales position is considered an asset
Experience in portfolio management
Completion of or working towards the Financial Planner and Personal Financial Services Advice designations
Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) license is required
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor, Investments in Regina Census Division, SK vacancy
- ...Job Responsibility: Job Summary As a Financial Planner, Investment and Retirement Planning Assistant (15 hours/week), you will support a top performing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing...SuggestedPart timeWork at office
- ...As Wealth Associate Advisor with a growing Regina financial advisory firm, you will work closely with the Senior Advisor Team to support and enrich... ...contribute to advice delivery by preparing and supporting investment and financial planning recommendations, coordinating implementation...SuggestedFull time
- ...Diamond Graduate, our pieces reflect love's finest expression - crafted with care and guided by knowledge. We are looking for a Client Advisor, a trusted representative of our brand. Key Responsibilities: - Deliver personalized, high-touch service to clients throughout...SuggestedLong term contractFull timePart time
- ...We're looking for a strategic, emotionally intelligent Senior Communications Advisor Internal who thrives in complexity and is energized by helping people navigate change during a period of significant organizational transformation. As Conexus, Cornerstone, and Synergy...SuggestedFull timeWork at officeRemote work
- ...The Service Advisor will be responsible for scheduling service work in the service department and for selling recommended or required services to customers. Act as the dealership's first-line customer relations and service representative. Core Competencies Customer...SuggestedFull time
- ...Harvard Western Insurance is seeking an experienced Personal Lines Insurance Advisor to join our team. Harvard Western Insurance and it's predecessor firms have been privileged to provide personal, automobile, farm and business insurance for over 100 years. Harvard Western...Full time
- ...Join our team as a Financial Management Analyst, where you will lead complex financial analysis, reporting, forecasting, cost accounting, and financial systems support. In this role, you will drive process improvements, ensure data integrity across corporate financial systems...Long term contractPermanent employmentFull timeTemporary work
- ...The Ministry of Government Relations is seeking a qualified and collaborative Senior Consultation Advisor to join the Aboriginal Consultation Unit. This permanent full-time opportunity offers dynamic and challenging work, a competitive salary, comprehensive benefits including...Permanent employmentFull timeFlexible hours
- ...The Customer Service Advisor is responsible for creating a front office atmosphere that fosters a high level of service. This position is the main point of contact for customers and assists the Store Manager as required. Accountabilities (include but are not limited...Full timeWork at office
- ...Do you enjoy working in the bank/credit union or financial services industry? Are you ready for a role that utilizes your talent, yet offers work-life balance, a steady work pace and great company culture? As Administrative Assistant based in Regina, you will be part...Full time
- ...and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our... ...homeland of the Métis. The bigger picture As a Financial Advisor, Investments, you will be responsible for understanding the financial...Full timeTemporary work
- ...board as a Financing Specialist to support our Commercial Business Advisors, with specific support for our CMHC portfolio. As the Financing Specialist you are responsible for strong business, financial and credit analysis to provide enhanced solutions and recommendations...Full time
- ...Compliance Officer to join our Thrive Wealth Management team, in partnership with Aviso Financial Inc. In this role you will provide mutual fund compliance supervision and guidance for licensed advisors ensuring in alignment with regulatory and dealer requirements. Youll work with...Full timeImmediate startRemote work
$40k - $50k per year
...We are a small, relationship focused financial advisory practice in Regina supporting over 1,500 clients. We operate with a lean, practical... ...in office at our Regina location. You will work closely with advisors and team members in a collaborative environment where initiative...Long term contractFull timeWork at officeMonday to friday$50k - $100k per year
...with a company that is both Human and Kind… At Serenia Life Financial , we’ve been helping Canadians protect the people they love... ...clients achieve financial security through leading-edge insurance, investment, and mortgage solutions Deliver exceptional client service...Remote workFlexible hours$28 - $33 per hour
...HYDRAULIC TECHNICIAN. DUTIES TO INCLUDE DISSASSEMBLY AND REPAIRS OF PUMPS , MOTORS , VALVES AND CYLINDERS. WORKING WITH THE SERVICE ADVISOR TO DETERMINE THE PROPER REPAIR PROCEDURE. EXPERIENCE IN THE HYDRAULIC FIELD IS AN ASSET HOWEVER WOULD CONSIDER CANDIDATE WITH A...Full time- ...implement changes to streamline operations and increase efficiency. Serve as a strategic thought partner, change agent, and trusted advisor to advance and optimize APEGS end-to-end business processes, capabilities, and performance. Support continuous process improvement...Full timeTemporary work
$80k - $160k per year
...Ensure all work meets safety standards and manufacturer specifications Maintain clear and professional communication with service advisors and team members Contribute to a positive customer experience and foster long-term brand loyalty Support overall department productivity...Price workLong term contractFull time- ...with brake repairs and other light mechanical work as experience allows. Inspect vehicles and report any concerns to the service advisor. Keep the shop clean, organized, and safe. Work efficiently as part of a busy team. Qualifications Automotive or tire experience...Long term contractFull timeSeasonal workAfternoon shift
$15.35 per hour
...premium professional products If you're looking for more than just a chair and want to build a long-term career with a salon that invests in its people, we'd love to hear from you. Apply with your resume and, if available, your Instagram portfolio or examples of your...Hourly payLong term contractFull timePart timeFlexible hours$30 per hour
...engine repair, and drivability concerns Maintain a clean and organized work area Communicate effectively with the team and service advisors Qualifications 2nd, 3rd, or 4th year apprentice technician Experience with domestic vehicles preferred Strong diagnostic and...Price workLong term contractFull timeApprenticeship$20 - $26 per hour
.../hour, depending on performance, plus tips, raises, and the chance to earn profit-sharing when your crew hits and exceeds targets. We invest in people who show up with strong character, take ownership, communicate well, and want responsibility - not people who need babysitting...Full timeSummer workSeasonal workMonday to friday$16 - $16.5 per hour
...You have a Serve It Right Certificate or are willing to obtain it. About Us: As an independent, locally owned establishment, we invest in our hotel, foster an exceptional Crew, and strive for unparalleled guest experiences. Our Core Values Above & Beyond, Fastidiousness...Full timeTraineeshipShift workDay shiftAfternoon shift- ...West Oak Investments Ltd. is seeking a dedicated & knowledgeable Building Operator to join our team. You will provide on-site building operations & maintenance, oversee vendors, & ensure all properties are cared for in a safe & environmentally conscious manner. Core Values...Full timeFor contractors
$63.18k - $68.25k per year
...appointments. 3. Provide assistance to Dealing Representatives, Financial Advisors and Portfolio Managers. Complete account opening... ...A minimum of three years of work experience in an Financial investment company or an administrative environment 3. Fluent in both...Permanent employmentFull timeWork at officeMonday to friday$56.01k - $70.02k per year
...products to inspire confidence in their financial decision-making. We prioritize growth and... ...consumer admin support to Conexus East Advisors while working in a high volume, fast-paced... ...consumer accounts, lending, and investment data is where it should be and that all...Full timeTemporary work- ...Affinity Financial Strategies (AFS), in partnership with GP Financial Services, is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor. GP Financial Services provides financial planning, investment, and insurance services to existing clients, credit union...Work at officeLocal area
- ...Action - Works well as a team member & mentor, strong leadership & interpersonal skills - Has demonstrated strong critical thinking, financial and analytical skills - Has demonstrated strong interpersonal and communication skills. - Commitment to quality, safety, and...Full timeWork at officeShift workRotating shift
- ...becomes an extension of every organization we support and delivers outsourced accounting and advisory services through the latest in financial technology. Why Work with Vista? Our priority is helping people. As part of our team, you will help clients achieve the full...Full time
$17 - $18 per hour
...Overtime available Health benefits - Dental plan - Disability benefits - Health care plan - Paramedical services coverage Financial benefits - Group insurance benefits - Life insurance - Registered Retirement Savings Plan (RRSP) Other benefits - Deferred...Full timeWeekend workDay shiftAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor, Investments. Be the first to apply!
Related searches
- planificateur financier Regina Census Division, SK
- financial advisor Regina Census Division, SK
- conseiller financier Regina Census Division, SK
- conseiller financier - finances personnelles Regina Census Division, SK
- financial planning consultant Regina Census Division, SK
- finance consultant Regina Census Division, SK
- financial services associate Regina Census Division, SK
- associate financial advisor
- planificateur financier
- consultant finance junior