Financial Services Advisor
Top Benefits
About the role
Company Description
Cornerstone Credit Union is a full-service financial institution located in Saskatchewan. Over 35,000 members trust Cornerstone for their financial needs. As a member-owned organization, our advice and solutions are driven by our members' goals and needs. With 75 years of history, Cornerstone Credit Union continues to provide reliable and personalized financial services to its members. We are proud to be one of Saskatchewan's Top Employers for the ninth straight year.
Role Description
This is a full-time on-site role for a Financial Services Advisor located in Melville, SK. As a Financial Services Advisor you'll be an important part of a team of knowledgeable salespeople who share a genuine commitment in partnering with our members to achieve their financial goals. You will create exceptional member experiences for both new and existing members by delivering smart financial advice, solutions and alternatives through proactive needs-based sales and services. You'll provide insight to our members in areas like accounts, complex consumer investments (terms, registered products, mutual funds), lending products and services (consumer loans and mortgages, including builder mortgages, small farm and business lending), insurance, and estate processing all to help them meet their financial needs. You will develop solid working relationships with our members and work hand in hand with many areas of our organization all in providing excellent member service!
Qualifications
Post-secondary education in Business or a related discipline with at least 2 to 4 years progressive sales and service investment experience managing a diverse portfolio (investments and lending) in a consumer banking environment is the minimum requirement for this position, but you'll have a leg up if your experience includes mutual funds sales experience or if you are working on obtaining your mutual funds designation. If you know what makes Cornerstone Credit Union different and the products and services we provide, that's even better! Plus, this position offers plenty of opportunity for on-the-job learning and career development.
About Cornerstone Credit Union - Saskatchewan
Cornerstone Credit Union is a full service financial institution, located in Saskatchewan, that’s owned and led by you, our member. The advice and solutions we offer are driven by your goals and needs because you’re our most important stakeholder. It’s the reason our doors opened over 75 years ago, and why more than 35,000 people continue to choose us today.
Financial Services Advisor
Top Benefits
About the role
Company Description
Cornerstone Credit Union is a full-service financial institution located in Saskatchewan. Over 35,000 members trust Cornerstone for their financial needs. As a member-owned organization, our advice and solutions are driven by our members' goals and needs. With 75 years of history, Cornerstone Credit Union continues to provide reliable and personalized financial services to its members. We are proud to be one of Saskatchewan's Top Employers for the ninth straight year.
Role Description
This is a full-time on-site role for a Financial Services Advisor located in Melville, SK. As a Financial Services Advisor you'll be an important part of a team of knowledgeable salespeople who share a genuine commitment in partnering with our members to achieve their financial goals. You will create exceptional member experiences for both new and existing members by delivering smart financial advice, solutions and alternatives through proactive needs-based sales and services. You'll provide insight to our members in areas like accounts, complex consumer investments (terms, registered products, mutual funds), lending products and services (consumer loans and mortgages, including builder mortgages, small farm and business lending), insurance, and estate processing all to help them meet their financial needs. You will develop solid working relationships with our members and work hand in hand with many areas of our organization all in providing excellent member service!
Qualifications
Post-secondary education in Business or a related discipline with at least 2 to 4 years progressive sales and service investment experience managing a diverse portfolio (investments and lending) in a consumer banking environment is the minimum requirement for this position, but you'll have a leg up if your experience includes mutual funds sales experience or if you are working on obtaining your mutual funds designation. If you know what makes Cornerstone Credit Union different and the products and services we provide, that's even better! Plus, this position offers plenty of opportunity for on-the-job learning and career development.
About Cornerstone Credit Union - Saskatchewan
Cornerstone Credit Union is a full service financial institution, located in Saskatchewan, that’s owned and led by you, our member. The advice and solutions we offer are driven by your goals and needs because you’re our most important stakeholder. It’s the reason our doors opened over 75 years ago, and why more than 35,000 people continue to choose us today.