02 Oct
|
Conexus Credit Union
|
Saskatoon
02 Oct
Conexus Credit Union
Saskatoon
Elevate member experiences as a Senior Financial Advisor at Conexus in Saskatoon, SK. Leverage your expertise in financial planning and consumer investments to support members’ goals. In this role, you will engage with a diverse portfolio of members, helping them navigate their financial objectives through expert advice and tailored solutions.
Focus on providing comprehensive financial services, including consumer lending and mutual funds, while enhancing strategic member relationships. Flexibility in scheduling is key for this position located at our Circle Drive branch. Key Responsibilities:
- Identify and advise members on financial goals
- Provide consumer investment and lending products
- Conduct outreach to educate members on services
- Increase member retention and referrals to experts
- Ensure accurate and timely documentation Requirements:
- 5+ years in financial advisory roles
- IFIC licensed to sell mutual funds
- Experience in loan underwriting required
- Working towards Personal Financial Services Associate designation
- Commitment to ongoing learning and development Make a difference in members’ financial journeys as a trusted advisor at Conexus.
📌 Senior Financial Advisor at Conexus (Saskatoon)
🏢 Conexus Credit Union
📍 Saskatoon