Financial Advisor at Conexus Credit Union
Conexus Credit Union
Explore a rewarding career as a Financial Advisor at Conexus Credit Union in Moose Jaw, focusing on understanding and achieving members’ financial aspirations. Provide expert financial guidance and solutions tailored to individual needs. In this full-time role, you’ll be responsible for assessing members' goals and delivering comprehensive financial advice and product solutions. By conducting outreach efforts, you'll enhance member knowledge about our services while building and maintaining strong relationships to ensure satisfaction. Your expertise will balance opportunities with risk prudently for growth. Key Responsibilities:
- Identify and support members’ financial goals proactively
- Deliver investment and lending solutions tailored to needs
- Conduct educational outreach on financial services
- Ensure member relationships are nurtured and valued
- Actively represent Conexus to enhance community presence
- 1-2 years of advisory experience in finance
- Sales experience adds value
- Expertise in portfolio management required
- Progress on Financial Planner designation expected
- IFIC certification will be beneficial
Vacancy posted 8 days ago
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