Job Order Detail

Description

As a full-time Financial Advisor in Regina, 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.

Tasks

Member Experience and Sales:
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
Mobile banking solutions
Day to day banking needs
Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services
Increase retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfaction

Compliance and organizational support:
Ensure complete, accurate and timely documentation
Adhere to security and operational policies, procedures and operational controls
Ensure healthy balance between opportunity & risk and between growth & profitability
Positively represent Conexus externally to support the growth of our membership and to enhance credit union system support and collaboration
Proactively identify opportunities to enhance processes and improve operational efficiencies

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
Investment Funds in Canada (IFIC) is considered an asset