$58,540 - $73,710 with 9% Short Term Incentive TargetAs a Financial Advisor, Lending in Regina, you will be 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. As part of this role, you will specialize in all things consumer lending.TasksProactively identify members financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planningProvide account and lending products, within scope of position, to meet member needs:Memberships and accounts including lines of creditComplex consumer lending productsCredit CardsSafety deposit boxesMobile banking solutionsDay to day banking needsConduct proactive outreach activities to educate members and prospective members on the value and function of our products and servicesIncrease retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs,



and follow-up to ensure member satisfactionAdditional ResponsibilitiesEnsure complete, accurate and timely documentationAdhere to security and operational policies, procedures and operational controlsEnsure healthy balance between chance & risk and between growth & profitability (e.G. through understanding and application of profitability margins in rate negotiation, fee subsidies, etc.)Positively represent Conexus internally and externally to support the growth of our membership and to enhance credit union system support and collaborationExperience2 to 3 years of Financial Industry experience in an Advisory CapacityExperience in underwriting and approving credit applicationsExperience in a Sales position is considered an assetExperience in portfolio managementCompletion of or working towards the Financial Planner and Personal Financial Services Advice designations#J-18808-Ljbffr

📌 Financial Advisor, Lending - $58,540 - $73,710 A Year (Winnipeg)
🏢 Conexus
📍 Winnipeg