Job Order Detail

Description

Authentic. Bold. Creative. Responsible.

The position
Were looking for a reliable and trustworthy person with a strategic mindset to come on board as our Financial Advisor. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will get to know our members, determine their priorities, and assist them in reaching their ultimate financial goals.

How you'll spend your time
Working closely with our members on a day-to-day basis to assist them in working toward realizing their individual financial goals.  
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 mid-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.  
Helping to educate our members on the value of our products and services and strive to provide the most up-to-date and relevant financial information available

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 Mutual Funds; or working towards this designation
Genworth/CMHC online training
First Canadian Title Training
Registered Retirement Consultant designations; or working towards this designation

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. Thats why were proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be

Interested? Apply by January 20, 2021 or if you have questions contact shaulen.lang@conexus.ca