Farm and Business Advisor
Tisdale, SKHR Ghost Board
2+ ansConexus needs 2+ years of progressive experience in sales, service and portfolio management in farm or business banking. Post-secondary education in a related field or lending education is required, and credit adjudication, financial analysis and business development experience is an asset.
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
Manager, Wealth Advice and Planning
Regina, SKHR Ghost Board
5+ ans3+ gestionCandidates need at least 5 years in the financial industry, including progressive wealth management or financial advice roles, and 3 years leading advisory or planning teams. They need post-secondary education in business, finance or a related field, a wealth designation such as CFP or CIM, and Mutual Fund or INV registration.
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.
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, Lending
Regina, SKHR Ghost Board
2+ ansCandidates need 2 to 3 years of advisory experience in the financial industry and experience approving credit applications. Experience in sales and portfolio management is an asset, and completing or working toward the Financial Planner and Personal Financial Services Advice designations is an asset.
Wealth Associate or Senior Wealth Associate
Regina, SKHR Ghost Board
Candidates need customer service or administrative experience and a detail-oriented, team-player approach. A CIRO licence is required for the Senior position, and financial industry experience and CRM experience are assets.
CRM
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