- Working closely with our members on a day-to-day basis to assist them in setting goals and making informed decisions that improve their financial well-being.
- 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 complex-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.
- Growing and adapting your skills and knowledge in order to consistently perform with confidence.
- 2 years of Financial Industry experience in an advisory capacity
- Experience working in a sales/customer service role
- Experience in portfolio management
- License and experience in selling Mutual Funds is required
- Experience in underwriting consumer loans is required
- First Canadian Title Training
- Registered Retirement Consultant designations; or working towards this designation
- Preferred rates for all your banking needs helping to make life more affordable.
- Generous vacation benefits with 10 additional paid days off giving you time to spend on what's most important to you.
- Competitive benefit package options covering off all aspects of personal wellness.
- 7% pension matching after one year of employment to support you towards retirement
Senior Financial Advisor - Prince Albert, Canada - Conexus Credit Union
Found in: Talent CA C2 - 1 week ago
Description
Posting Details
Job Details
Description
At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It's more than conducting a banking transaction, it's about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency and are champions of every members success for a thriving Saskatchewan. We do this by lending an ear to each member's unique needs throughout Saskatchewan, ensuring personalized solutions.
Our employees are curious, courageous, confident and committed. They are the reason we consistently deliver outstanding member experiences. They're more than just individuals who come to work each day, each employee is a vital part of Conexus.
We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.
The bigger picture
We're looking for an agile and adaptive person with a strategic mindset to come on board as a Senior Level Financial Advisor in Prince Albert. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will provide members with personalized insights and options, empowering them to make informed choices about their money.
How you'll be spending your time
The way people describe you
You are a people person and a skilled advisor who develops relationships based on understanding and trust. You have deep knowledge in the psychology of money and understand the behaviours that often underlie members' choices regarding their finances. You proactively step into conversations with courage and empathy. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies. 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
Salary Range:
$56,560 - $70,700 with 9% Short Term Incentive Target
Benefits and Perks
The success of our members relies heavily on the performance and accomplishments of our employees. That's why we prioritize offering our team a variety of perks and benefits designed to support their success and well-being both at work and in their personal lives. Some of these additional benefits include, but are not limited to: