Financial Advisor - Temporary

Conexus Credit Union • Whitewood, SK

2d • CA$50,180 - CA$62,720 • Onsite

About The Position

As a temporary Financial Advisor in Whitewood for a 14-month contract, you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound financial advice. This includes the offering and fulfillment of financial services and products to new and existing non-portfolio aligned members.

Requirements

• 1 to 2 years of Financial Industry Experience in an Advisory Capacity
• Completion of or working towards the Financial Planner and Personal Financial Services Advice designations

Nice To Haves

• Experience in a Sales position is considered an asset
• Experience in portfolio management
• Investment Funds in Canada (IFIC) is considered an asset

Responsibilities

• Proactively identify members’ financial goals and provide advice and solutions to support their achievement
• Provide account, investment and lending products, within scope of position, to meet member needs: Memberships and accounts including lines of credit, Consumer investment products (excluding mutual funds), Non-complex consumer lending products, Cards, Registered products, Safety deposit boxes, Mobile banking solutions, Day to day banking needs
• Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services
• Increase retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfaction
• Ensure complete, accurate and timely documentation
• Adhere to security and operational policies, procedures and operational controls
• Ensure healthy balance between opportunity & risk and between growth & profitability (e.g. through understanding and application of profitability margins in rate negotiation, fee subsidies, etc.)
• Positively represent Conexus externally to support the growth of our membership and to enhance credit union system support and collaboration
• Proactively identify opportunities to enhance processes and improve operational efficiencies
• Provide support, assistance and backup as required for retail team

Benefits

• Preferred rates for all your banking needs helping to make life more affordable.
• Generous vacation benefits with additional paid days off giving you time to spend on what’s most important to you.
• Competitive benefit package options covering off all aspects of personal wellness.
• 7% pension matching after one year of employment to support you towards retirement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed