Advise Conexus members at the 8th Street branch in Saskatoon using financial planning, lending, investments, and relationship-building expertise. This six-day location requires schedule flexibility.
As a Senior Financial Advisor, you will understand assigned members’ goals and support achievement through financial products and advice. The work includes consumer lending, mutual funds, account services, and introductory financial planning. You will also conduct outreach, refer members to experts, and follow up on satisfaction.
Key Responsibilities:
- Identify members’ financial goals and provide advice and solutions
- Offer accounts, investments, lending products, cards, and registered products
- Conduct outreach educating members about products and services
- Refer members to experts and follow up on satisfaction
- Maintain documentation, controls, and operational support
Requirements:
- Five or more years’ advisory financial industry experience
- Customer care or customer service experience
- IFIC licensing and mutual funds sales experience
- Loan underwriting experience; approval experience is an asset
- Personal Financial Services Associate or Certified Financial Planner designation, or progress toward either
Bring financial advice, mutual funds, lending, and trusted relationship skills to Conexus members in Saskatoon’s 8th Street branch.