Full Time Financial Advisor In Lemberg

Full Time Financial Advisor In Lemberg

05 May
|
Conexus Venture Capital
|
Lemberg

05 May

Conexus Venture Capital

Lemberg

Join Conexus as a Full time Financial Advisor in Lemberg, Saskatchewan, helping members achieve their financial goals with tailored advice and robust product offerings.
In this vital role, you will provide sound financial guidance to members, identifying their needs through proactive outreach. Expertly present various financial services including accounts, investment products, and mobile banking solutions. Your ability to understand the psychology of money will enable you to foster robust member relationships while ensuring compliance with operational policies.
Key Responsibilities:
• Identify and support members’ financial goals
• Offer account and lending products tailored to needs
• Conduct outreach to educate potential members
• Ensure accurate documentation and adherence to policies
• Facilitate collaboration with team members
Requirements:
• 1 to 2 years in financial advisory roles
• Sales experience is an asset
• Progress towards Financial Planner designation
• Knowledge of investment funds in Canada
• Solid relationship-building and listening skills
Leverage your financial insight to make a difference at Conexus in Lemberg.
J-18808-Ljbffr

📌 Full Time Financial Advisor In Lemberg
🏢 Conexus Venture Capital
📍 Lemberg

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:
Enter Your E-mail address to receive the latest job offers for: full time financial advisor in lemberg / lemberg
Subscribe to this job alert:
Enter Your E-mail address to receive the latest job offers for: full time financial advisor in lemberg / lemberg