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We are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Conexus Venture Capital Inc. As a Senior Financial Advisor, you will play a critical role in building and maintaining strong relationships with our members, providing expert financial guidance and advice to help them achieve their financial goals.
Key Responsibilities- Work closely with members to understand their financial needs and goals, and provide tailored financial solutions to meet those needs.
- Develop and maintain a deep understanding of our members' financial situations, including their income, expenses, assets, and liabilities.
- Provide expert financial advice and guidance to help members make informed decisions about their financial resources.
- Build and maintain strong relationships with members, based on trust, empathy, and a deep understanding of their financial needs.
- Stay up-to-date with industry trends and developments, and apply that knowledge to provide innovative and effective financial solutions to our members.
- 2 years of experience in the financial industry, with a focus on advisory services.
- Experience working in a sales/customer service role, with a strong understanding of financial products and services.
- License and experience in selling Mutual Funds is required.
- Experience in underwriting consumer loans is required.
- First Canadian Title Training.
- Registered Retirement Consultant designations; or working towards this designation.
- A competitive salary range of $56,560 - $81,710, with a 9-10% Short Term Incentive Target.
- A comprehensive benefits package, including preferred rates for banking needs, generous vacation benefits, and a competitive pension matching program.
- The opportunity to work in a dynamic and supportive team environment, with a focus on member satisfaction and success.
