In partnership, our client is hiring a First Nations, Metis or Inuit Financial Advisor (Banking) in Calgary for a full-time permanent career.
Deadline for applying is June 3, 2024
OVERVIEW
Reporting to the Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial goals.
RESPONSIBILITIES

• Identifying opportunities to match members with the right products and solutions that help shape their financial goals• Meeting and exceeding sales targets and referral goals
• Participating and assisting in business development plans through corporate/branch marketing campaigns
• Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs
• Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
• Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
• Building a comprehensive knowledge of the local market, competitive offers, and economic trend
• Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
• Providing outstanding member experience by adhering to our best practices
• Contributing to our unparalleled culture of teamwork, positivity, and collaboration
• Maintaining our positive image in the community
• Other tasks not limited to the above

REQUIREMENTS

• 2 years of retail banking or related financial industry experience, preferably in sales or customer service and a high school diploma.
• Excellent Customer service
• Knowledge of cash management practices
• Valid license and reliable vehicle, as this location is not accessible by public transportation
• Will be required to be bondable
• Willingness to grow within the company.

Although not required, the following education/certificates are valuable assets:

• Post-secondary education in Finance (or related studies)
• Investment Funds in Canada Course & License (IFIC)
• Personal Financial Service Advice (PFSA)
• Financial Planning I (FP1)

**We thank all applicants for applying, however only those considered for an interview will be contacted directly**

Spirit Omega is committed to a diverse and inclusive workplace. We welcome applications from anyone, including members of visible minorities, women, Indigenous peoples, persons with disabilities, persons of minority sexual orientations and gender identities, and others with the skills and knowledge to productively engage with diverse communities.

Looking for more opportunities? Check out our website at www.spiritomega.org

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