Job Description
Conexus is seeking a proactive Financial Advisor in Wakaw, Saskatchewan to support members in achieving their financial aspirations through expert advice and product solutions.
In this advisory role, you will engage with members to uncover their goals and deliver customized financial solutions. You'll need a strong background in lending and investments, along with 3+ years of relevant experience. Building lasting relationships while providing a range of banking products will be key to this position.
Key Responsibilities:
• Understand and guide members toward their financial needs
• Offer investment and lending products suited to members
• Educate prospects on the value of financial services
• Facilitate referrals based on member needs
• Ensure compliance and precise documentation
Requirements:
• Minimum 3 years of financial industry experience
• Experience in customer care roles
• Asset: IFIC license & mutual fund sales experience
• Required: Loan un...
In this advisory role, you will engage with members to uncover their goals and deliver customized financial solutions. You'll need a strong background in lending and investments, along with 3+ years of relevant experience. Building lasting relationships while providing a range of banking products will be key to this position.
Key Responsibilities:
• Understand and guide members toward their financial needs
• Offer investment and lending products suited to members
• Educate prospects on the value of financial services
• Facilitate referrals based on member needs
• Ensure compliance and precise documentation
Requirements:
• Minimum 3 years of financial industry experience
• Experience in customer care roles
• Asset: IFIC license & mutual fund sales experience
• Required: Loan un...