Financial Advisor - Hinton
On-siteHinton, Alberta, Canada
Job Summary
Educate members on wealth and debt management concepts while conducting routine loan audits and reviewing reports for new accounts and term maturities. Provide advice on small business lending and mutual funds, proactively referring partners for cross-selling opportunities. Perform risk management policies and compliance audits, including AML checks and credit compliance, ensuring all activities align with safety and privacy requirements. Execute outbound calls, retention outreach, and pre-booked appointments to drive member acquisition and growth. Participate in goal-setting meetings and coaching sessions to support continuous performance.
Required Qualifications
- 3-4 years' experience in a customer service
- 2-3 years' experience in retail lending/credit and investments with a demonstrated ability to build member relationships
- Complex lending experience
- Demonstrated achievement of sales targets
- Proficient in using technology, including mobile banking applications, with strong computer literacy and the ability to quickly learn new systems and tools
Desired Qualifications
- Post-secondary education in Finance (or related studies)
- Investment Funds in Canada Course & License (IFIC)
- Personal Financial Service Advice (PFSA)
- Financial Planning I (FP1)
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