financial advisor
Posted on
September 19, 2024
by
Employer details
Conexus Credit Union
Job details
PLEASE APPLY THROUGH OUR WEBSITE FOR YOUR APPLICATION TO BE CONSIDERED:
https://www.conexus.ca/about-us/careers
*La Ronge, Saskatchewan*
At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It?s more than conducting a banking transaction, it?s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency and are champions of every member's success for a thriving Saskatchewan. We do this by lending an ear to each member?s unique needs throughout Saskatchewan, ensuring personalized solutions.
Our employees are curious, courageous, confident and committed. They are the reason we consistently deliver outstanding member experiences. They?re more than just individuals who come to work each day, each employee is a vital part of Conexus.
We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.
*The bigger picture*
We?re currently seeking a Financial Advisor to join our team at our branch in La Ronge, Saskatchewan. This position is ideal for someone looking to gain valuable experience and develop their skills in the financial industry & customer service. While previous experience in this field is a plus, it is not a requirement. Many of our employees have started out in other industries. We are more interested in your enthusiasm, eagerness to learn and positive attitude. Plus, we will be there to train and support your development. Through conversations and ongoing support, you will get to know our members, determine their priorities, and assist them in reaching their ultimate financial goals.
*How you?ll be spending 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 becoming 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 striving to provide the most up-to-date and relevant financial information available.
*The way people describe you*
You are a people person. Someone who develops relationships based on understanding and trust. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvement and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.
*The experience you bring*
* High School diploma
* Experience in the financial industry is valued
* Experience working in a customer care/customer service role is an asset
* Familiarity with portfolio management would be an advantage
* Having a Mutual Funds license is great, or willing to work towards that designation
* Familiarity of Genworth/CMHC online training is helpful; or willingness to complete within required timeline.
* Knowledge of First Canadian Title procedures is beneficial; or willingness to complete this training within required timeline
*Salary Range*
$48,480 - $60,600 with a 7% Short Term Incentive Target
*Benefits and Perks*
Our employees? performance and achievements are critical to the success of our members? credit union. It?s the reason we ensure that our employees have access to various perks and benefit
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LocationLa Ronge, SK
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Workplace information
On site
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Salary$48,480 to $60,600YEAR annually
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Terms of employment
Permanent employmentFull time
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Starts as soon as possible
- vacancies
1 vacancy
- Source
indeed.com
#9452956184
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