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Financial Advisor

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Job Order #: 5593953

NOC: 1232
Employer Name:
Conexus Credit Union
Posted Date:
17-Oct-2017
Location:
CUDWORTH
 
# of Positions:
1
Employment Terms:
Temporary:F-T
Education:
Completed at least some post-secondary
Experience:
1-2 Years
Apply By:
25-Oct-2017
How to Apply?:
This job is no longer taking applications

Application Information

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Employer Name:
Conexus Credit Union
Contact Name:
Chelsey Kuemper
Contact Phone:
1-800-667-7477
Employer Website:
www.conexus.ca/AboutConexus/Careers/


Description

Were after someone who, at their core, is a natural people-person, skilled at developing and maintaining open and meaningful relationships. Your thorough understanding of Conexus financial-service solutions and alternatives, including accounts and introductory consumer investments and lending products and services, will enable you to align your recommendations with members accounts, based on your thorough understanding of their needs and goals, and the quality of your existing relationship. You have a firm grasp on the management of risk and opportunitiesmost importantly member-risk appetiteand will leverage existing technology to better deliver the world-class service were known for.

Were after someone with relevant industry experience, a distinct ability to identify sales opportunities based on needs assessments, and who has ideally completed CUIC 185  Products and Services, CUSource e-learning Overview of the Credit Union System, Internal FSR training, MPower Uncovering Member Needs session and Reinforcement, Deposit Services  Managing Risk course, CUETS Opportunity Spotting, and Fraud ID and Prevention.

Our employees make us who we are. Our ability to deliver outstanding member experiences, financial services, and a culture of accountability and integrity relies on the talent and drive of our team. Were proud of our employees and, we believe, our employees are just as proud to call Conexus home. In return for committing to not just the what, but the how, our full-time and part-time employees receive full benefits, personal and vacation time off, meaningful opportunities for learning and advancement, tuition assistance, and fitness-reimbursement too.

If you have any questions regarding this opportunity please contact Chelsey Kuemper.  Interested?  Click on Apply now on our website by October 25, 2017.

 

Skills and Abilities

Essential Skills
 - Working with others
Specific Skills
 - Research and evaluate loan applicant's financial status, references, credit and ability to repay loan
 - Complete credit and loan documentation
Work Setting
 - Credit union

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