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Senior Financial Advisor

2 months ago


Humboldt, Saskatchewan, Canada Conexus Credit Union Full time

About Conexus Credit Union

Conexus Credit Union is a leading financial institution dedicated to supporting the financial well-being of its members. We prioritize growth, efficiency, and member success, providing a full suite of products and services to empower our members and inspire confidence in their financial decision-making.

Job Summary

We are seeking a dependable and strategic Senior Financial Advisor to join our team in Humboldt. As a key member of our team, you will work closely with our members to build solid relationships, provide tailored guidance, and help them achieve their financial aspirations.

Key Responsibilities

  • Work closely with members to understand their financial goals and priorities, providing expert advice and guidance to help them make informed decisions.
  • Build and maintain strong relationships with members, becoming a trusted financial partner and advocate for their needs.
  • Provide solutions and alternatives to meet the financial needs of our members, including accounts, investments, and lending products.
  • Stay up-to-date with industry trends and developments, continually adapting your skills and knowledge to consistently perform with confidence.

Requirements

  • 2 years of experience in the financial industry in an advisory capacity.
  • Experience working in a sales/customer service role.
  • Experience in portfolio management.
  • 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.

What We Offer

  • A competitive salary range of $56,560 - $81,710 with 9-10% Short Term Incentive Target.
  • A generous vacation benefits package with 10 additional paid days off.
  • A comprehensive benefit package covering all aspects of personal wellness.
  • 7% pension matching after one year of employment.

About Humboldt

Humboldt is a vibrant and thriving community with a strong sense of camaraderie. As a member of our team, you will have the opportunity to be part of this close-knit community and contribute to its growth and development.