Senior Financial Advisor
4 weeks ago
Overview$67,660 - $84,570 with a 10% Short Term Incentive TargetAs a Senior Financial Advisor (SFA), in Prince Albert, you are 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, including consumer lending and investments (including mutual funds).ResponsibilitiesProactively identify members' financial goals and provide advice and solutions to support their achievement through introductory financial planningProvide account, investment and lending products, within scope of position, to meet member needsMemberships and accounts including lines of creditConsumer investment products including mutual fundsComplex consumer lending productsCardsRegistered productsSafety deposit boxesMobile banking solutionsDay to day banking needsQualifications5+ years of Financial Industry Experience in an Advisory CapacityExperience working in a customer care/customer service roleExperience in portfolio management #J-18808-Ljbffr
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Senior Financial Advisor
4 weeks ago
Prince Albert, Canada Conexus Credit Union Full timeSenior Financial Advisor Conexus Credit Union invites applicants for the Senior Financial Advisor role in Prince Albert. The Bigger Picture As a Senior Financial Advisor, you will understand the financial goals of your assigned portfolio of members and support their achievement. This includes offering and fulfilling financial services and products, including...
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Senior Financial Advisor
3 weeks ago
Prince Albert, Canada Conexus Credit Union Full timeSenior Financial Advisor Conexus Credit Union invites applicants for the Senior Financial Advisor role in Prince Albert. The Bigger Picture As a Senior Financial Advisor, you will understand the financial goals of your assigned portfolio of members and support their achievement. This includes offering and fulfilling financial services and products, including...
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Senior Financial Advisor
1 week ago
Prince Albert, Canada Conexus Venture Capital Inc. Full timeAt Conexus, we are focused on supporting our members with their needs of today, while also helping them pursue their goals for the future. It’s more than conducting a banking transaction, it’s about providing insightful content, tools, expert advice, and a full suite of products to inspire confidence in their financial decision-making. We prioritize...
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Senior Financial Advisor
6 days ago
Prince Albert, Canada Conexus Venture Capital Inc. Full timeAt Conexus, we are focused on supporting our members with their needs of today, while also helping them pursue their goals for the future. It’s more than conducting a banking transaction, it’s about providing insightful content, tools, expert advice, and a full suite of products to inspire confidence in their financial decision-making. We prioritize...
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Senior Financial Advisor
2 weeks ago
Prince Albert, Canada Conexus Venture Capital Inc. Full timeAt Conexus, we are focused on supporting our members with their needs of today, while also helping them pursue their goals for the future. It’s more than conducting a banking transaction, it’s about providing insightful content, tools, expert advice, and a full suite of products to inspire confidence in their financial decision-making. We prioritize...
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Senior Financial Advisor — Wealth, Loans
4 weeks ago
Prince Albert, Canada Conexus Credit Union Full timeA leading credit union in Prince Albert is seeking a Senior Financial Advisor to assist members in achieving their financial goals through comprehensive financial planning and product offerings. The ideal candidate will have over 5 years of experience in the financial sector, excellent communication skills, and the necessary licensing for mutual fund sales....
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Senior Financial Advisor — Wealth, Loans
4 weeks ago
Prince Albert, Canada Conexus Credit Union Full timeA leading credit union in Prince Albert is seeking a Senior Financial Advisor to assist members in achieving their financial goals through comprehensive financial planning and product offerings. The ideal candidate will have over 5 years of experience in the financial sector, excellent communication skills, and the necessary licensing for mutual fund sales....
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Financial Advisor, Lending
4 weeks ago
Prince Albert, Canada Battle River Treaty 6 Health Centre Full time$58,540 - $73,170 with 9% Short Term Incentive Target As a Financial Advisor, Lending in Prince Albert, 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...
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Financial Advisor, Lending
4 weeks ago
Prince Albert, Canada Battle River Treaty 6 Health Centre Full time$58,540 - $73,170 with 9% Short Term Incentive Target As a Financial Advisor, Lending in Prince Albert, 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...
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Financial Advisor
7 days ago
Prince Albert, Canada Conexus Credit Union Full time_At Conexus, it’s not what we do, it’s how we do it._ Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that...