05 May
|
Conexus Venture Capital
|
Lemberg
05 May
Conexus Venture Capital
Lemberg
Apply on Kit Job: kitjob.ca/job/2js7t6
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.
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Apply on Kit Job: kitjob.ca/job/2js7t6
📌 Full Time Financial Advisor In Lemberg
🏢 Conexus Venture Capital
📍 Lemberg