Job Order Detail

Description

The Bigger Picture:
As a Senior Financial Advisor, you are responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products, including consumer lending and investments (including mutual funds).

How You'll Spend Your Time:
- Proactively identify members financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning
- Provide account, investment and lending products within scope of position, to meet member needs
- Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services
- Ensure complete, accurate and timely documentation
- Adhere to security and operational policies, procedures and operational controls
- Ensure a 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

The Way People Describe You:
Youre a keen listener and skilled coach, eager to help others achieve success. Youre confident and approachable and you build relationships based on understanding and trust.

The experience you bring:
-5+ years of Financial Industry Experience in an Advisory Capacity
- Experience working in a customer care/customer service role and portfolio management
- IFIC Licensed and experience selling Mutual Funds with that designation is required
- Experience in Underwriting Loans is required, experience in approving those loans is an asset