Financial Services Specialist

15 hours ago


Prince Albert, Saskatchewan, Canada Conexus Credit Union Full time
{"title": "Financial Advisor Role at Conexus Credit Union", "description": "About the Role

We are seeking a skilled Financial Advisor to join our team at Conexus Credit Union. As a Financial Advisor, you will work closely with our members to understand their financial goals and provide personalized solutions to help them achieve success.

Key Responsibilities
  • Build and maintain strong relationships with our members through regular communication and ongoing support.
  • Provide expert advice on financial products and services, including accounts, consumer investments, and lending products.
  • Identify and address member needs through meaningful conversations and proactive solutions.
  • Stay up-to-date with industry trends and developments to ensure you are providing the best possible advice to our members.
Requirements
  • 12 to 24 months of experience in the financial industry, preferably in an advisory capacity.
  • IFIC Licensed and experience selling Mutual Funds with that designation.
  • Experience in underwriting consumer loans and portfolio management.
  • Personal Financial Services Associate designation or working towards it.
What We Offer

We offer a competitive salary range of $56,560 - $70,700 with a 9% STI Target. Additionally, we provide a comprehensive benefits package, including preferred rates for banking needs, generous vacation benefits, and competitive benefit options.

How to Apply

If you are a motivated and customer-focused individual with a passion for financial services, we encourage you to apply for this exciting opportunity. Please submit your application by October 6, 2024, to be considered for this role.", "lang_code": "en-US"}



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