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Financial Advisor

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Job Order #: 5795920

NOC: 6235
Employer Name:
Conexus Credit Union
Posted Date:
26-Apr-2021
Location:
MOOSOMIN
 
# of Positions:
1
Employment Terms:
Full Time
Education:
Completed at least some post-secondary
Experience:
7-11 Months
Apply By:
09-May-2021
How to Apply?:
This job is no longer taking applications

Application Information

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Employer Name:
Conexus Credit Union
Contact Name:
Shaulen Lang
Contact Phone:
1-800-667-7477
Employer Website:
www.conexus.ca


Description

Were looking for a reliable and trustworthy person with a strategic mindset to come on board as our Financial Advisor serving both Moosomin and Rocanville members.

How youll 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 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.

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 improvements 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

Experience working in the financial industry
Experience working in a customer care/customer service role
Experience in portfolio management
Licensed to sell Mutual Funds; or working towards this designation
Genworth/CMHC online training
First Canadian Title Training
Registered Retirement Consultant designations; or working towards this designation

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