- Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
- Reviewing personal accounts for completeness, accuracy, and 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.
- Preparing and entering loan application information.
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Universal Financial Associate
2 weeks ago
Only for registered members AthabascaWe re looking for passionate values-driven people to join our team.Whether it s through profit sharing competitive rates or local initiatives that make a real impact we re here to help Albertans feel good about their money. · Proactively gather and document all pertinent informat ...
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Universal Financial Associate
2 days ago
Only for registered members Athabasca+ Job summary: Join Servus Credit Union - Canada's Largest Credit Union. At Servus Credit Union, we do things differently—because we're a credit union, not a bank. We believe in putting people before profits. · + Qualifications: High school diploma + 1 year of retail banking or s ...
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Pump Shop Laborer
1 month ago
Only for registered members AthabascaWe are a high-performing team that engineers manufactures distributes sells and services artificial lift products. We offer an industry leading comprehensive total rewards package including health wellness dental short-term long-term disability life insurance three weeks vacation ...
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Pump Shop Laborer
1 week ago
Only for registered members AthabascaThis is an entry level position in our busy pump shop to support our growth. We are willing to provide training to candidates with mechanical aptitude and a willingness to learn. · Assist the Field Base Team in providing valuable knowledge of products and services. · Working in a ...
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Pump Shop Technician
1 month ago
Only for registered members AthabascaWe are a high-performing team that engineers, manufactures, · distributes and services artificial lift products that outperform the market. In this role you will support the assembly of our progressing cavity pumps (PC pumps) and other associated products. · ...
Universal Financial Associate - Athabasca - Connect First Credit Union
Description
Job Description:
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Universal Financial Associate
Only for registered members Athabasca
-
Universal Financial Associate
Only for registered members Athabasca
-
Pump Shop Laborer
Only for registered members Athabasca
-
Pump Shop Laborer
Only for registered members Athabasca
-
Pump Shop Technician
Only for registered members Athabasca