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Financial Advisor 1

5 months ago

Saskatoon, Canada Conexus Credit Union Full time

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 passion. At Conexus it’s about more than conducting a banking transaction, it’s about providing members with insightful content, tools, advice and products that help them look at their financial choices in new ways. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

**The bigger picture**

We’re looking for a motivated team-player with a strategic mindset to come on board as a Financial Advisor at our Circle Drive branch in Saskatoon. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will provide members with personalized insights and options, empowering them to make informed choices about their money.

**How you’ll be spending your time**
- Working closely with our members on a day-to-day basis to assist them in making informed decisions to meet their financial goals.
- Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
- Providing solutions and alternatives, including accounts and lending products and services (cards, small LOC and consumer loans, terms, RRSP's; TFSA's), to meet new and existing members' needs
- Growing and adapting your skills and knowledge in order to consistently perform with confidence
- Providing support, when needed, to our front-line team by assisting members with day-to-day banking services

**The way people describe you**

You are a people person and a skilled coach who develops relationships based on understanding and trust. You have deep knowledge in the psychology of money and understand the behaviors that often underlie members’ choices regarding their finances. You proactively step into conversations with courage and empathy. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.

**The experience you bring**
- Experience working in the financial industry
- Experience working in a customer care/customer service role
- Experience in portfolio management is an asset
- License and experience in selling Mutual Funds is an asset
- First Canadian Title Training; or willing to take this training
- Registered Retirement Consultant designations; or willingness to take this training

**What you get in return**

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

- Competitive compensation and benefits package
- Industry leading work-life balance and rewards
- Formal and informal employee development
- Meaningful work that makes a real difference in our members’ lives