Universal Financial Associate - Provost, AB
Only for registered members Provost, AB, Canada
1 month ago
Job Summary
We're looking for passionate, values-driven people to join our team.We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways.
If you're excited to grow your career with a team that's innovative, hardworking, collaborative and deeply rooted in community,
Responsibilities
- Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
- Reviewing personal accounts for completeness, accuracy, ensure they are fully compliant.Look for recommendations to shape the members financial fitness.
- Opening and reviewing new accounts,following up with members as per member service guidelines.
Job description
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