Location
regina
Job Type
Full-time
Posted
June 01, 2026
Job Description
$67,660 - $84,570 with a 10% Short Term Incentive Target
The Bigger Picture As a Senior Financial Advisor, 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 complex consumer lending and investments (including mutual funds).
How You'll Spend 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, investment and lending products within scope of position, to meet member needs
Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services
Ensure complete, accurate and timely documentation
Adhere to security and operational policies, procedures and operationa...
The Bigger Picture As a Senior Financial Advisor, 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 complex consumer lending and investments (including mutual funds).
How You'll Spend 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, investment and lending products within scope of position, to meet member needs
Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services
Ensure complete, accurate and timely documentation
Adhere to security and operational policies, procedures and operationa...