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Lead Financial Consultant
3 months ago
Posting Details
Job Overview
Role Summary
At Conexus Credit Union, our mission is to empower our members by addressing their current financial needs while guiding them towards their future aspirations. We believe that banking is more than just transactions; it involves delivering valuable insights, tools, expert guidance, and a comprehensive range of products that instill confidence in our members' financial decisions. Our focus is on fostering growth and operational efficiency without compromising the financial health of our members. We take the time to understand each member's unique circumstances across Saskatchewan, ensuring tailored solutions.
Our workforce is characterized by confidence, courage, curiosity, and commitment. They are the cornerstone of our ability to provide exceptional member experiences. Each employee plays a crucial role in the Conexus community.
We recognize that our Conexus locations 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 Métis homeland.
The Broader Perspective
We are in search of a dynamic and adaptable individual with a strategic outlook to fill the position of Senior Financial Advisor at our Crossing branch in Regina. In this role, you will diligently cultivate strong and trustworthy relationships with our members. Through meaningful discussions and ongoing support, you will offer personalized insights and options, empowering them to make informed financial choices.
Key Responsibilities
Collaborating closely with our members daily to assist them in establishing goals and making informed decisions that enhance their financial well-being. Developing robust relationships and becoming a trusted financial ally, proactively identifying and addressing member needs through significant conversations. Delivering solutions and alternatives, including accounts and complex consumer investment and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet the evolving needs of our members. Continuously enhancing your skills and knowledge to perform confidently and effectively.Personal Attributes
You are a personable individual and a proficient mentor who builds relationships based on trust and understanding. You possess extensive knowledge of the psychology of finance and recognize the behaviors that often influence members' financial decisions. You approach conversations with courage and empathy, demonstrating boldness and creative strength as you explore new avenues for improvement and efficiency. You are a collaborative team member who values diversity and works effectively with others. You adeptly manage multiple projects simultaneously while remaining dedicated to expanding your knowledge and skills.
Required Experience
12 to 24 months of experience in the financial industry in an advisory role. Background in customer care or customer service. Experience in portfolio management. IFIC Licensed with experience in selling Mutual Funds is essential. Experience in loan underwriting is required; approval experience is an asset. Personal Financial Services Associate designation or progress towards it.Compensation
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, and we believe such commitment deserves recognition. We are proud to offer a competitive benefits package that includes:
Competitive salary and benefits. Industry-leading work-life balance and rewards. Opportunities for formal and informal employee development. Meaningful work that positively impacts our members' lives.