Financial Services Advisor

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Join the Cornerstone Crew!Financial Services Advisor - Cornerstone Credit UnionBe Part of Something . . . . .Are you great with numbers, and even better at building relationships? We’re looking for a finance-savvy, dedicated Financial Services Advisor to join our team at the Yorkton branch of Cornerstone Credit Union!In this position, you’ll be an important part of a team of knowledgeable sales people who share a genuine commitment to working with our members to achieve their financial goals.Reporting to the Manager of Financial Services in Yorkton, the Financial Services Advisor creates exceptional member experiences and delivers smart solutions through proactive needs-based sales and services.This position provides our members, both new and existing, with financial advice and solutions. You’ll be giving insight to our members in areas like accounts, complex consumer investments, and lending products and services (consumer loans and mortgages, including builder mortgages, insurance, terms, registered products, mutual funds and estate processing)’to help them meet their financial needs.In this position, you’ll develop solid working relationships with our members and build great team player skills through assisting and encouraging other staff, training, and participating in all the important parts of our branch.If you’re interested in joining our team, you must be committed to working your hardest to retain and expand existing your member relationships’while also seeking out new forms of business that would help Cornerstone Credit Union grow!What we are looking for . . . ..To be considered for our Financial Services Advisor position, you must have a post-secondary education in business; plus, two to four years of job-related experience including working knowledge of deposit and lending products and services , or an equivalent combination of education or experience. Completion of the Mutual Funds course and one to three years of mutual funds sales experience is required.You also must show exceptional communication skills, strong problem-solving skills and the ability to build and develop strong working relationships.A commitment to continuous learning and development is an important part of being on our team as well as taking pride in caring for our members and providing top-notch customer service!We Say We Care, and We Mean It ♥Cornerstone Credit Union is a caring and compassionate organization. We offer a competitive total compensation package that includes a great employee benefits program, matched pension contributions along with wellness and employment perks!We also offer an incentive program that rewards employees for outstanding individual performance!The salary will reflect your experience and qualifications. This is an in-scope position, and membership in the RWDSU is required.