financial advisor
Posted on
June 20, 2024
by
Employer details
Conexus Credit Union
Job details
Were looking for a reliable and trustworthy person with a strategic mindset to come on board as a permanent Financial Advisor at our branch in Midale, Saskatchewan. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will get to know our members, determine their priorities, and assist them in reaching their ultimate financial goals. Your time:Working closely with our members on a day-to-day basis to assist them in working toward realizing their individual financial goals.Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.Providing solutions and alternatives, including accounts and mid-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.Helping to educate our members on the value of our products and services and strive to provide the most up-to-date and relevant financial information available. Your experience:Experience working in a customer care/customer service roleExperience in portfolio managementCompletion of, or working towards the Financial Planner designation would be an assetLicense and experience in selling Mutual Funds would be an assetExperience in the Application and Underwriting of Loans would be an asset
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LocationMidale, SK
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Salary$48,480 to $60,600YEAR annually
- Start date
Starts as soon as possible
- Source
SaskJobs
#1359943
Advertised until
2024-07-11
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