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Lead Financial Consultant
3 months ago
Posting Details
Job Overview
Role Summary
At Conexus Credit Union, our mission is to assist our members in navigating their current financial needs while guiding them towards their future aspirations. We believe that banking is more than just transactions; it involves offering our members valuable insights, tools, expert guidance, and a comprehensive range of products that empower them and instill confidence in their financial choices. Our focus is on fostering growth and efficiency without compromising the financial health of our members. We achieve this by actively listening to each member's distinct requirements across Saskatchewan, ensuring tailored solutions.
Our workforce embodies confidence, courage, curiosity, and commitment. They are the cornerstone of our ability to provide exceptional member experiences. Each employee is more than just a team member; they are an integral part of Conexus.
We recognize that our Conexus facilities are situated on Treaty 2, 4, 5, 6, 8, and 10 lands, which are the ancestral territories of the Cree, Dakota, Dene, Lakota, Nakota, and Saulteaux peoples, as well as the homeland of the Métis.
The Broader Perspective
We are seeking a dynamic and adaptable individual with a strategic approach to join us as a Senior Financial Advisor at our Crossing branch in Regina. In this role, you will diligently cultivate strong and trustworthy relationships with our members. Through ongoing dialogue and support, you will offer personalized insights and options, empowering them to make informed financial decisions.
Key Responsibilities
- Collaborating closely with our members daily to assist them in establishing goals and making informed choices that enhance their financial well-being.
- Developing strong relationships and becoming a trusted financial partner by proactively identifying and addressing member needs through meaningful discussions.
- Offering solutions and alternatives, including accounts and complex consumer investment and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to fulfill the evolving needs of our members.
- Continuously enhancing your skills and knowledge to consistently perform with confidence.
Personal Attributes
You are a personable individual and a skilled mentor who builds relationships based on understanding and trust. You possess a deep understanding of the psychology of money and recognize the behaviors that often influence members' financial decisions. You approach conversations with courage and empathy, demonstrating boldness and creative problem-solving as you explore new opportunities for improvement and efficiency. You are a collaborative team player who values diversity and can work effectively with others. You adeptly manage multiple projects simultaneously while remaining committed to expanding your knowledge and skills.
Required Experience
- 12 to 24 months of experience in the financial industry in an advisory capacity.
- Background in customer care or customer service roles.
- Experience in portfolio management.
- IFIC Licensed with experience in selling Mutual Funds is essential.
- Required experience in underwriting loans; experience in approving loans is a plus.
- Personal Financial Services Associate designation or actively pursuing it.
Compensation Package
The salary range for this position is $65,370 - $81,710, with a 10% Short-Term Incentive Target.
Benefits
Our team is dedicated to ensuring the financial success of each member. We believe such commitment deserves recognition, which is why we offer a competitive compensation and benefits package, industry-leading work-life balance, formal and informal employee development opportunities, and meaningful work that truly impacts our members' lives.
