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Senior Financial Advisor

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Job Order #: 5933878

Employer Name:
Conexus Credit Union
Posted Date:
# of Positions:
Employment Terms:
Full Time
1-2 Years
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Employer Name:
Conexus Credit Union
Contact Name:
Shaulen Lang
Contact Email:
Employer Website:


Were looking for an agile and adaptive person with a strategic mindset to come on board as a senior-level Financial Advisor. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will provide members with personalized insights and options, empowering them to make informed choices about their money.

How youll be spending your time
Working closely with our members on a day-to-day basis to assist them in setting goals and making informed decisions that improve their financial well-being.
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 complex-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.
Growing and adapting your skills and knowledge in order to consistently perform with confidence.

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, and experience in selling, Mutual Funds is required
Genworth/CMHC online training
First Canadian Title Training
Registered Retirement Consultant designations; or working towards this designation

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