Overview

Qtrade Financial Group Investment Advisor (Prairie Centre Credit Union) Full Time in Saskatchewan

Qtrade Financial Group

Branch SK CA

Position:
Investment Advisor (Prairie Centre Credit Union)
Location:
Saskatchewan

Providing full service wealth management and investment advisory services through Qtrade Securities Inc….

We have a career opportunity for the position of Permanent Full-Time Investment Advisor. You will report to the Manager Advisory Services.

You will be responsible for:

  • Providing full service wealth management and investment advisory services through Qtrade Securities Inc.
  • Managing and building member relationships by providing exceptional and personalized member service to assist members in achieving their financial goals
  • Effective implementation of member strategies, management of investment portfolios, and ongoing evaluation of performance
  • Delivering quality products, services, and advice to members, specializing in the area of investments, mutual funds, and brokerage services
  • Identifying member needs with a strong focus on making appropriate referrals to other credit union products and services
  • Business development that supports maintaining and servicing existing members, identifying new opportunities within the current book of business and developing strategies to grow new business
  • Revenue, referral, retention, and compliance targets

Requirements:

  • Completion of the Canadian Securities Course and licensed or eligible to be licensed as a full service Investment Advisor
  • Certified Financial Planner Designation (CFP) or Personal Financial Planning Designation (PFP)
  • Preferred 3 – 5 years work-related/industry experience
  • Sales oriented background with a strong understanding of the sales process and business development preferred
  • Excellent public relations, interpersonal, oral and written communication skills with an aptitude for relationship building
  • Detail oriented with a focus on research, and an understanding of tax laws, money markets, and the economy in general

Benefits:
The successful candidate will have opportunities for personal and professional growth within an environment that promotes continuous learning and cooperative values. Flexible and/or extended work hours may be required. Travel is required.
Salary will commensurate with qualifications, experience, and education. Upon qualifying, we offer excellent employee benefits and a matched superannuation plan. Additional benefits include relocation assistance, and a housing buyback program.
For more information on the position contact Jill Carlson, Manager Advisory Services, at 306-375-2213 extension #222 or visit www.pccu.ca.

Please submit an electronic copy of your cover letter and updated resume indicating the position you are applying for by noon, November 14, 2016 to: [email protected]
We thank all applicants for their interest. Only applicants being considered for an interview will be contacted.

or proceed with Standard Application Form.

Employment Type: Full Time
Location: , SK, CA
Posted on: 2016-11-01
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