Financial Advisor

5 months ago

Saskatoon, Canada Conexus Credit Union Full time

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency while never compromising on the financial well-being of our members. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

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 are seeking a highly reliable and trustworthy individual with a strategic mindset to join our team as a proactive Financial Advisor. In this role, you will take the initiative to build and expand a robust book of business, establishing solid and trusting relationships with our valued members. Your primary objective will be to proactively reach out to potential clients and existing members to understand their financial aspirations, determine their priorities, and assist them in achieving their ultimate financial goals.

**How you’ll be spending your time**
- Proactively Build and Expand Book of Business: Demonstrate proactive efforts in identifying and engaging with potential clients, as well as nurturing relationships with existing members to build a strong and diverse book of business.
- Working closely with our members daily to help them work toward realizing their individual financial goals.
- Building solid relationships and becoming a trusted financial partner, working with other business lines, such as Credit Union Dealer Finance and the Mobile Mortgage Specialists teams, to uncover and identify member needs through meaningful conversations.
- Providing solutions and alternatives, including accounts and mid-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
- Helping to educate our members on the value of our products and services and striving to provide the most up-to-date and relevant financial information available.

***The way people describe you**

You are a people-person with a proactive mindset. Someone who develops relationships based on understanding and trust. You are proactive in seeking opportunities, staying up-to-date with industry trends and anticipating members' financial needs before they express them. You take initiative with callouts and following up on business leads.

You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvement and efficiency. 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**
- Passion for finances and providing solutions
- Experience working in a customer care/customer service role
- Experience in portfolio management
- Licensed to sell Mutual Funds; or working towards this designation
- Genworth/CMHC online training
- First Canadian Title Training
- Registered Retirement Consultant designations; or working towards this designation

**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

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