| 6197193 | 24-Mar-2025 | ||||
| Senior Financial Advisor | 63102 | ||||
| Conexus Credit Union | |||||
| PRINCE ALBERT | |||||
| $67,660 - $84,570 with a 10% Short Term Incentive Target | |||||
| 1 | |||||
| Full Time | |||||
| 3-5 Years | |||||
| 23-Apr-2025 | |||||
| https://www.conexus.ca/about-us/careers | |||||
Application Information |
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| Conexus Credit Union | |||||
| Heather Howland | |||||
| jobs@conexus.ca | |||||
| www.conexus.ca | |||||
Description |
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| As a Senior Financial Advisor (SFA), in Prince Albert, you are responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products, including consumer lending and investments (including mutual funds). 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 Compliance and Organizational Support: Ensure complete, accurate and timely documentation Adhere to security and operational policies, procedures and operational controls Your time: 5+ years of Financial Industry Experience in an Advisory Capacity Experience working in a customer care/customer service role Experience in portfolio management IFIC Licensed and experience selling Mutual Funds with that designation is required Experience in Underwriting Loans is required, experience in approving those loans is an asset Personal Financial Services Associate designation; or working towards it Certified Financial Planner Designation; or working towards it |
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