Join Conexus as a Consumer Lending Financial Advisor in Regina. Provide expert financial guidance and support to help our members achieve their financial aspirations.
Your role will involve understanding assigned members' financial goals and providing them with tailored products and solutions. You'll specialize in consumer lending, proactively reaching out to inform members about the products available to them. As a key player within the organization, your contribution will enhance member satisfaction while providing compliance support.
Key Responsibilities:
• Provide financial planning advice for member goals
• Offer diverse lending products and accounts
• Educate members on product functionality
• Foster solid member relationships through proactive follow-up
• Maintain documentation accuracy and compliance
Requirements:
• 2-3 years experience in a financial advisory role
• Underwriting and credit approval experience
• Sales skills considered advantageous
• Commitment to Financial Planner designation
• Excellent interpersonal skills
Play a vital role in empowering members financially at Conexus in Regina.
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📌 Consumer Lending Financial Advisor Regina
🏢 Conexus Credit Union
📍 Regina