Wealth Specialist
Cornerstone Credit Union
Humboldt, SK, CAN
18d ago

A Credit Union Company

Are you outgoing and driven to help people achieve financial success? We're after a result-oriented individual who is able to reach out and build trusting relationships and referral networks with ease.

You have a passion for the financial services industry and take great satisfaction in helping people realize their portfolio's full potential.

You provide expert advice allowing the clients you work with to make informed decisions that align with their appetite for risk.

Your enthusiasm for financial services rivals your ability to provide top-notch advice, solutions, and segmented strategies.

As an ultimate team player, you understand that our members and clients have a variety of needs and, as a result, proactively look to make referrals and introductions whenever it makes sense to do so.

As a result, we see you playing a key role in the delivery of the world-class member experience that our organization delivers.

Our team at Thrive Wealth wakes up every day focused on helping to improve our clients financial security. We do this by understanding their current financial situation and helping them build wealth plans that allow them to achieve their wealth goals and dreams.

Qualifications :

  • 3+ years of investment and financial service experience
  • A proven track record of delivering sales results
  • IFIC or Canadian Securities Course
  • Licensed through MFDA
  • Financial planning designations (CFP / PFP) are considered an asset
  • Please submit your application by October 31st, 2017. All responses are appreciated, however only those invited for an interview will be contacted.

    Conexus and Cornerstone offers investment products through the Credential Group of Companies. Credential is a registered mark owned by Credential Financial Inc.

    and is used under license.

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