Senior Financial Advisor

Senior 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 consumer lending and investments (mutual funds). How you'll be spending your time Member Experience and Sales Proactively identify members’ financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning Provide account, investment and lending products, within scope of position, to meet member needs: Memberships and accounts including lines of credit Consumer investment products including mutual funds Complex consumer lending products Cards Registered products 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 function of our products and services Increase retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow‑up to ensure member satisfaction Compliance and Organizational Support Ensure complete, accurate and timely documentation Adhere to security and operational policies, procedures and operational controls Ensure a healthy balance between opportunity & risk and between growth & profitability (e.g. through understanding and application of profitability margins in rate negotiation, fee subsidies, etc.) Positively represent Conexus externally to support the growth of our membership and to enhance credit union system support and collaboration Proactively identify opportunities to enhance processes and improve operational efficiencies Provide support, assistance and backup as required for retail team The way people describe you You're a keen listener and skilled coach, eager to help others achieve success. You’re confident and approachable and you build relationships based on understanding and trust. You have deep knowledge in the psychology of money, allowing you to grasp the underlying behaviours influencing people’s financial choices, and you skillfully engage in conversations with courage and empathy to explore innovative solutions. You’re forward‑thinking, and you proactively identify opportunities for enhancements and efficiencies. Embracing a team‑oriented approach, you value diversity and collaborate effectively with others. Your ability to manage multiple projects simultaneously is reinforced by your unwavering dedication to ongoing learning and skill development. The experience you bring 5+ years of Financial Industry Experience in an Advisory Capacity Experience working in a customer care/customer service role IFIC Licensed and experience selling Mutual Funds with that designation is required Experience in Underwriting Loans is required, experience in approving those loans is an asset Personal Financial Services Associate designation; or working towards it Certified Financial Planner Designation; or working towards it Salary Range $67,660 - $84,570 with a 10% Short Term Incentive Target Benefits and Perks Preferred rates for all your banking needs helping to make life more affordable. Generous vacation benefits with additional paid days off giving you time to spend on what’s most important to you. Competitive benefit package options covering off all aspects of personal wellness. 7% pension matching after one year of employment to support you towards retirement. We encourage you to explore opportunities that closely match your skillset and experience. We truly value diverse backgrounds and varied experiences, as we are dedicated to creating inclusive and diverse workplaces. If you have questions about this position, please contact Heather Howland at jobs@conexus.ca. Seniority level Associate Employment type Full‑time Job function Other Industry Banking #J-18808-Ljbffr