Financial Advisor, Lending

As a Financial Advisor, Lending in Regina, you will be responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products. As part of this role, you will specialize in all things consumer lending.

Responsibilities

• Proactively identify members' financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning.
• Provide account and lending products, within scope of position, to meet member needs:
  • Memberships and accounts including lines of credit
  • Complex consumer lending products
  • Credit cards
  • Safety deposit boxes
  • Mobile banking solutions
  • Day‑to‑day banking needs
• Conduct proactive outreach activities to educate members and prospective members on the value and functio...