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Thank you.
Were looking for a reliable and trustworthy person with a strategic mindset to come on board as our Temporary Financial Advisor.
How youll be spending 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.
The way people describe you
You are a people person. Someone who develops relationships based on understanding and trust. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.
The 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 training
First Canadian Title Training
Registered Retirement Consultant designations or working towards this designation
What you get in return
Competitive compensation and benefits package
Industry leading work-life balance and rewards
Formal and informal employee development
Does this sound like you? If you have questions about this position, please contact Shaulen Lang at Shaulen.lang@conexus.ca. This opportunity closes March 7, 2021.