- Identify opportunities to match members with suitable products and services
- Meet and exceed sales targets and referral goals
- Cultivate knowledge of current investment/retail banking services and products
-
We are hiring for a Full-time Financial Advisor in our Morinville Branch. At Servus Credit Union, we do things differently—because we're a credit union, not a bank. We believe in putting people before profits, which is why our members are also our owners. · We welcome individuals ...
Morinville1 month ago
-
This is a temporary position (until Dec 31) as Finance Business Partner ensuring the financial health and strategic direction of the municipality. Maintaining accurate financial accounting and reporting, conducting variance analysis, performing reconciliations. · Expertise extend ...
Morinville1 month ago
-
The Associate Insurance Advisor III is a key player in the support and development of the agency operation.This role provides inbound sales and service for life and wealth products and utilizes a broad knowledge of The Co-operators personal lines (auto, home) and specialty lines ...
Morinville2 months ago
-
Job summary · Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience.The Associate Insurance Advisor II is a key player in the support and development of the agency operation ...
Morinville2 months ago
-
This position is instrumental in supporting the execution of major events,fostering community partnerships in Sturgeon County. The Sponsorship & Corporate Events Advisor implements the county's Sponsorship Policy working closely with the Manager, Communications & Engagement, · Po ...
Morinville, AB1 month ago
-
Company: CGIC · Department: West District · Employment Type: Regular Full-Time · Work Model: Office-Based · Language: This role operates in English. · Additional Information: This/these role(s) is/are currently vacant. · The Opportunity: · We are a leading Canadian financial se ...
Morinville, Alberta, Canada $60,000 - $120,000 (CAD) per year1 week ago
-
Company: CGIC · Department: Retail Sales · Employment Type: Regular Full Time · Work Model: Office-Based · Language: This role operates in English · Additional Information: This/these role(s) is/are currently vacant · The Opportunity: · We are a leading Canadian financial serv ...
Morinville, Alberta, Canada $45,000 - $80,000 (CAD) per year1 week ago
Financial Advisor - Morinville - Connect First Credit Union
Description
Financial Advisor
We are seeking a passionate and values-driven Financial Advisor to join our team at Connect First Credit Union. Our mission is to put people before profits, reinvesting every dollar into the things that matter most: our members, employees, and communities.
As a Financial Advisor with us, you will have the opportunity to develop long-term relationships with members, build trust, and deliver customized financial solutions that shape their financial fitness.
You will need at least 2 years of retail banking or related experience in sales or customer service. A post-secondary education in Finance (or related studies) is also valuable.
-
Financial Advisor
Only for registered members Morinville
-
Finance Business Partner
Only for registered members Morinville
-
Associate Insurance Advisor III
Only for registered members Morinville
-
Associate Insurance Advisor
Only for registered members Morinville
-
Sponsorship and Corporate Events Advisor
Only for registered members Morinville, AB
-
Associate Insurance Advisor III
Only for registered members Morinville, Alberta, Canada
-
Associate Insurance Advisor
Only for registered members Morinville, Alberta, Canada