Job Order Detail

Description

As a Financial Advisor, 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. This role is the foundation for your career as a Financial Advisor at Conexus, giving you hands-on experience supporting members everyday banking needs and future financial plans. Over time, youll build the expertise needed to specialize in either lending or investments.

Your time:
-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

Your experience:
-1 to 2 years of financial industry experience in an advisory capacity
-Experience in a sales position is considered an asset
-Experience in portfolio management
-Completion of or working towards the Financial Planner and Personal Financial Services Advice designations