Senior Financial Advisor

3 days ago

Regina, Saskatchewan, Canada Conexus Credit Union Full time

Posting Details

Job Details

Description

At Conexus, we are focused on supporting our members with their needs of today, while also helping them pursue their goals for the future. It's more than conducting a banking transaction, it's about providing insightful content, tools, expert advice, and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our employees champion each member's success, ultimately contributing to a thriving province.

We are curious, courageous, confident and committed. Our values ensure we consistently deliver outstanding member experiences. As employees, we are more than just individuals who come to work each day, each role is a vital part of Conexus.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

As a Senior Financial Advisor (SFA), in the Regina Market, you are responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products, including consumer lending and investments (including mutual funds).

How you'll be spending your time

Member Experience and Sales

Proactively identify members' financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning Provide account, investment and lending products, within scope of position, to meet member needs: Memberships and accounts including lines of creditConsumer investment products including mutual fundsComplex consumer lending productsCardsRegistered productsSafety deposit boxesMobile banking solutionsDay to day banking needs Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services Increase retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfaction

Compliance and Organizational Support

Ensure complete, accurate and timely documentation Adhere to security and operational policies, procedures and operational controls Ensure a healthy balance between opportunity & risk and between growth & profitability (e.g. through understanding and application of profitability margins in rate negotiation, fee subsidies, etc.) Positively represent Conexus externally to support the growth of our membership and to enhance credit union system support and collaboration Proactively identify opportunities to enhance processes and improve operational efficiencies Provide support, assistance and backup as required for retail team

The way people describe you

You're a keen listener and skilled coach, eager to help others achieve success. You're confident and approachable and you build relationships based on understanding and trust. You have deep knowledge in the psychology of money, allowing you to grasp the underlying behaviours influencing people's financial choices, and you skillfully engage in conversations with courage and empathy to explore innovative solutions. You're forward-thinking, and you proactively identify opportunities for enhancements and efficiencies. Embracing a team-oriented approach, you value diversity and collaborate effectively with others. Your ability to manage multiple projects simultaneously is reinforced by your unwavering dedication to ongoing learning and skill development.

The experience you bring

5+ years of Financial Industry Experience in an 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 is required Experience in Underwriting Loans is required, experience in approving those loans is an asset Personal Financial Services Associate designation; or working towards it Certified Financial Planner Designation; or working towards it

Salary Range:

$67,660 - $84,570 with a 10% Short Term Incentive Target

Benefits and Perks

The success of our members relies heavily on the performance and accomplishments of our employees. That's why we prioritize offering our team a variety of perks and benefits designed to support their success and well-being both at work and in their personal lives. Some of these additional benefits may include, but are not limited to:

Preferred rates for all your banking needs helping to make life more affordable. Generous vacation benefits with additional paid days off giving you time to spend on what's most important to you. Competitive benefit package options covering off all aspects of personal wellness. 7% pension matching after one year of employment to support you towards retirement.

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