Universal Financial Associate - Athabasca
2 weeks ago
Job summary
We 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.
Responsibilities
- 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.
Job description
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