Investment Advisor job - CANADA - Servus Credit Union |
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| Investment Advisor (Expired) |
| Servus Credit Union |
| CANADA |
| Investment Advisor Servus Credit Union Ltd. The Position: - Are you an experienced advisor who is passionate about wealth management? - Are you a great communicator who enjoys building relationships? - We offer top quartile brokerage compensation and unlimited referrals through our branch network. Become an Investment Advisor As an Investment Advisor with Servus Credit Union, (working through Credential Securities Inc., our full service brokerage provider) you are a senior member of a dynamic, professional wealth team. You play an integral role in providing superior personalized advice to high net worth member-owners. You have a strong desire to learn, a keen understanding of the sales process, and you provide top quality products to ensure your client ?s reach their financial goals. Principal Duties: - Delivery of Financial Planning to Members - Delivery of Investment Products to Members - Sales and Service - Administration and Compliance Qualifications: Education/Training: ? Canadian Securities Course and Conduct and Practices Handbook ? IIROC registered ? Accredited financial planning designation such as a CFP, PFP or RFP ? University degree, post secondary education or related .... |
| Found at SaskCentral on 2012-01-14 02:10:23 |
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