Join Conexus as a part-time Financial Services Advisor II in Yorkton, focusing on member financial goals and expanding lending offerings. Ideal for professionals eager to make an impact in financial services.
In this role, you'll work three days a week to provide comprehensive financial advice, fostering robust member relationships through sound planning. You will actively market investment, lending products, and enhance retention by following up on member satisfaction while promoting Conexus’s services to new clients.
Key Responsibilities:
• Identify and advise on members’ financial goals
• Market consumer lending and investment solutions
• Execute outreach to educate members on services
• Liaise with specialists to enhance member relationships
• Maintain compliance with documentation and security policies
Requirements:
• Minimum 3 years of experience in financial services
• Customer service background is essential
• IFIC license required; mutual fund experience needed
• Loan underwriting experience necessary
• Certified Financial Planner designation is an asset
Bring your financial acumen to Conexus and support our member-centric services in Yorkton.
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📌 Conexus Financial Services Advisor II Role (Yorkton)
🏢 Conexus Credit Union
📍 Yorkton