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Financial Advisor Strachan Road Jobs

Member Service Representative - Strachan Road
By Servus Credit Union At Medicine Hat, Alberta, Canada
Post-secondary education in Finance (or related studies)
Providing competent and courteous service to members, exceeding their expectations, and making them feel at home
Previous experience working with a Financial Institution
customer service experience, proven sales experience, cash-handling experience, and a high school diploma
Achieving or exceeding assigned sales and referral goals
Resolving routine member concerns and complaints in accordance with our service standards and escalate issues where appropriate
General Advisor – Road, Workshop And Technical
By ClickJobs.io At Québec, Quebec, Canada

JOB LOCATED IN STONEY CREEK, ONTARIO Your role as General Advisor – Road, Shop and Technical will be to ensure planning and support on the road, in the workshop and technical based on calls and ...

Are you looking for a rewarding career in financial advising? Join our team at Strachan Road and help our clients reach their financial goals! We offer competitive salaries, excellent benefits, and a supportive work environment. Take the first step towards a successful future and apply today!

Financial advisors at Strachan Road are responsible for providing financial advice and guidance to clients. They must be knowledgeable about financial products and services, and be able to explain them in a way that is understandable to clients. They must also be able to assess clients’ financial needs and develop strategies to meet those needs. Financial advisors must also be able to identify potential risks and develop strategies to mitigate them. They must also be able to provide clients with advice on investments, retirement planning, estate planning, and other financial matters. In addition, financial advisors must be able to keep up with changes in the financial markets and be able to provide clients with timely advice.