Financial Services Specialist
4 days ago
About Conexus Credit Union
We are a member-focused financial institution dedicated to providing personalized financial solutions to our members. Our team is passionate about helping individuals and families achieve their financial goals and improve their overall well-being.
Job Summary
We are seeking a skilled Financial Services Specialist to join our team at our South Hill branch in Prince Albert. As a Financial Services Specialist, you will work closely with our members to understand their financial needs and provide personalized solutions to help them achieve their goals.
Key Responsibilities
- Build and maintain strong relationships with our members through regular communication and personalized service.
- Conduct financial needs assessments and provide recommendations for financial products and services that meet our members' needs.
- Develop and implement financial plans that help our members achieve their financial goals.
- Stay up-to-date on industry trends and developments to ensure our members have access to the latest financial products and services.
- Collaborate with other team members to ensure seamless delivery of financial services to our members.
Requirements
- 12 to 24 months of experience in a financial advisory capacity.
- Experience working in a customer care/customer service role.
- Experience in portfolio management.
- IFIC Licensed and experience selling Mutual Funds with that designation.
- Experience in underwriting consumer loans.
- 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. Our benefits package includes preferred rates for all your banking needs, generous vacation benefits, and competitive benefit package options covering all aspects of personal wellness.
Why Join Our Team
We are a dynamic and supportive team that is passionate about helping our members achieve their financial goals. We offer a collaborative and inclusive work environment that values diversity and promotes professional growth and development.
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