Advise Conexus members in Indian Head using financial planning, consumer lending, and investment expertise. This full time role supports confident financial decisions.
As a Financial Services Advisor II, you will understand members’ goals and provide sound advice. You will offer financial products within scope, including mutual funds and complex consumer lending. The role also involves relationship development, referrals, documentation, and operational support.
Key Responsibilities: Identify financial goals and provide introductory financial planning
Offer accounts, investments, lending, cards, and banking solutions
Conduct outreach educating members about products and services
Refer members to appropriate experts and follow up
Maintain accurate documentation and support retail operations
Requirements: Three or more years of financial industry experience
Customer care or customer service experience
IFIC licensing and mutual funds sales experience
Experience underwriting loans; approval experience is an asset
Personal Financial Services Associate or Certified Financial Planner designation is an asset
Use financial advice, lending knowledge, and investment expertise to help Conexus members achieve goals in Indian Head.