As a full-time Financial Services Advisor II (FSA II), you are responsible for understanding our members financial goals and supporting their achievement through the provision of sound financial advice. This includes the offering and fulfillment of financial services and products, including consumer lending and investments (including mutual funds). How youll be spending your time

Member experience and sales

Proactively identify members financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning Provide account, investment and lending products, within scope of position, to meet member needs:

Memberships and accounts including lines of credit Consumer investment products including mutual funds Complex consumer lending products Cards, including identifying needs, recommending appropriate products, completing applications, and ongoing account support Registered products Safety deposit boxes Mobile banking solutions Day to day banking needs





Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services Increase retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfaction Compliance and organizational support

Ensure complete, accurate and timely documentation Adhere to security and operational policies, procedures and operational controls Ensure a 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 externally to support the growth of our membership and to enhance credit union system support and collaboration Proactively identify opportunities to enhance processes and improve operational efficiencies

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📌 Financial Services Advisor II (Winnipeg)
🏢 Autism Services
📍 Winnipeg