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Financial Advisor

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Job Order #: 6064463

NOC: 6235
Employer Name:
Conexus Credit Union
Posted Date:
15-Sep-2023
Location:
HUMBOLDT
 
# of Positions:
1
Employment Terms:
Full Time
Experience:
1-2 Years
Apply By:
02-Oct-2023
How to Apply?:
This job is no longer taking applications

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Employer Name:
Conexus Credit Union
Contact Name:
Shaulen Lang
Contact Email:
jobs@conexus.ca
Employer Website:
www.conexus.ca


Description

Were looking for a motivated team-player with a strategic mindset to come on board temporarily as a Financial Advisor in Humboldt. 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.

Your time:
Working closely with our members on a day-to-day basis to assist them in making informed decisions to meet their financial goals.
Building solid relationships and become a trusted financial partner
Providing solutions and alternatives, including accounts and lending products and serviceto meet new and existing members' need
Providing support to our front-line team

Experience:
Experience working in the financial industry
Experience working in a customer care/customer service role
Experience in portfolio management is an asset
First Canadian Title Training; or willing to take this training
Registered Retirement Consultant designations; or willingness to take this training

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