01 Nov
|
Conexus Credit Union
|
Saskatchewan
01 Nov
Conexus Credit Union
Saskatchewan
Consumer lending expertise meets member-focused advice in Regina with Conexus, supporting financial goals through tailored products and solutions.
As a Financial Advisor, Lending, you will manage an assigned member portfolio and provide introductory financial planning. You will specialize in consumer lending while offering accounts, credit cards, lines of credit, and other services. Your work supports confident financial decisions.
Key Responsibilities: Identify member goals and recommend appropriate financial solutions
Provide complex consumer lending products within position scope
Conduct outreach about products and services
Refer members to appropriate subject matter experts
Follow up to support member satisfaction and retention
Requirements: Two to three years’ financial industry advisory experience
Experience underwriting and approving credit applications
Sales experience considered an asset
Financial Planner designation completed or in progress
Personal Financial Services Advice designation completed or in progress
Bring lending knowledge, financial advice, and relationship-building skills to help Conexus members pursue their goals in Regina.
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📌 Financial Advisor Consumer Lending Regina (Saskatchewan)
🏢 Conexus Credit Union
📍 Saskatchewan