Wealth Specialist
Regina, SKHR Ghost Board
3+ ansCandidates need 3+ years of investment and financial services experience, post-secondary education in business or finance, and a proven record of sales results. The IFIC or Canadian Securities Course and CFP eligibility or willingness to obtain it are required.
CRM
Senior Financial Advisor
Saskatoon, SKHR Ghost Board
5+ ansCandidates need 5+ years of financial advisory experience, IFIC licensing with mutual fund sales experience, and loan underwriting experience. A Personal Financial Services Associate or Certified Financial Planner designation, or working toward one, is also expected.
Financial Advisor (October Approvals)
Regina, SKHR Ghost Board
1+ ansCandidates need 1 to 2 years of financial advisory experience, with sales and portfolio management experience as assets. Completion of or progress toward the Financial Planner and Personal Financial Services Advice designations is required, and IFIC is an asset.
Financial Advisor
Moose Jaw, SKHR Ghost Board
1+ ansCandidates need 1 to 2 years of advisory experience in the financial industry. Completion of or work toward the Financial Planner and Personal Financial Services Advice designations is also needed, with sales and portfolio management experience as assets.
Financial Services Advisor I
Tisdale, SKHR Ghost Board
1+ ansCandidates need 1 to 2 years of financial industry advisory experience. Sales experience, portfolio management experience, and progress toward the Financial Planner or Personal Financial Services Advice designation are assets.
Wealth Compliance Officer
Regina, SKHR Ghost Board
2+ ansCandidates need 2+ years in the wealth or financial industry, with mutual fund compliance experience preferred. Mutual fund registration (CSC or IFIC) and attention to detail are required, and the Branch Compliance Manager/Officer Course is an asset.
Financial Advisor
Saskatoon, SKHR Ghost Board
1+ ansCandidates need 1 to 2 years of advisory experience in the financial industry, with sales experience and portfolio management as assets. Completing or working towards the Financial Planner and Personal Financial Services Advice designations is required, and IFIC is an asset.
Financial Advisor
Macklin, SKHR Ghost Board
1+ ansCandidates need 1 to 2 years of financial industry experience in an advisory capacity and experience in portfolio management. Sales experience, and progress toward the Financial Planner, Personal Financial Services Advice or IFIC designations, are considered assets.
Financial Advisor, Investments
Regina, SKHR Ghost Board
2+ ansCandidates need 2 to 3 years of advisory experience in the financial industry, an active registration to sell mutual funds, and an IFIC or Canadian Securities Course licence. Experience in sales and portfolio management, and working toward the Financial Planner or Personal Financial Services Advice designation, are assets.
Senior Financial Advisor
Regina, SKHR Ghost Board
5+ ansCandidates need 5+ years of financial advisory experience and customer service experience. An IFIC licence with mutual fund selling experience and loan underwriting experience are required, and loan approval experience is an asset.
Wealth Specialist
Macklin, SK +1HR Ghost Board
3+ ansThrive Wealth Management needs candidates with 3+ years of investment and financial services experience, a record of delivering sales results, and post-secondary education in business or finance. Candidates also need IFIC or Canadian Securities Course and eligibility to sell mutual funds, plus a CFP designation or willingness to obtain one.
CRM
Deposit Support Assistant
Regina, SKHR Ghost Board
1+ ansCandidates need a Grade 12 diploma and 1 to 3 years of related experience, plus comfort with MS Office software. Experience with deposit products in financial services and with legacy Synergy systems would be an asset.
MS Office, Excel, Legacy Synergy systems