Www.unbc.ca



Position:?? ?????? ASSOCIATE FINANCIAL ADVISORLocation:????????? 879 Victoria StJob Type:???????? Part -Time or Full-TimeJob Posted:????? January 7, 2019 – January 21, 2019Spruce Credit Union is proud to hire top talent who share our values and are committed to working together to support a strong and sustainable Credit Union.?We're committed to helping our employees balance their professional, family, education and personal goals with our competitive compensation and benefits package. We also offer a variety of career development opportunities. If you're passionate about success and take pride in delivering exceptional member service and products, we'd like to meet you!We are looking for a motivated individual who is looking to grow within our credit union and take on increasing responsibilities as an integral part of our team.? You will be assisting our Financial Planner and Investment Advisor in growing our business by providing administrative support, as well as meeting with members to process transactions. RESPONSIBILITIESContribute to an environment that aligns with our Values.Passion for delivering exceptional member service and dedication to building strong member relationships; peer relationships and connections in the communityCommitted to professional growth and responsible for ensuring skills and knowledge meet position requirementsPassion for financial planning and helping people reach their financial goalsDemonstrates strong attention to detail and accuracy in completing work and providing informationManage time efficiently with the ability to quickly adapt to changing priorities and a willingness to tackle new challengesDemonstrates strong financial knowledge and awarenessEDUCATION & EXPERIENCE2+ years of experience in a relevant capacity or client facing environmentMust have necessary education to obtain mutual fund license.Must complete the Canadian Securities Course (CSC), Conduct and Practices Handbook and be licenced within 6 months of hire dateHaving a Life Insurance license or obtaining one within 24 months of hire date would be considered an asset. Ability to maintain and preserve strict confidentialityEnsure controls are being adhered to, to ensure compliance with organizational policies, procedures and mitment to ongoing development and educationAPPLICATION INSTRUCTIONSPlease submit your resume, cover letter & salary expectations to:HR Managercareers@sprucecu.bc.ca ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download