- 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 becoming 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 striving to provide the most up-to-date and relevant financial information available.
- 2 years of Financial Industry Experience
- Experience working in a customer care/customer service role
- Experience in portfolio management
- Licensed and experience in selling Mutual Funds
- Experience in underwriting consumer loans is required
- Mortgage lending experience is required
- First Canadian Title Training
- Registered Retirement Consultant designation or willing to complete within required timeframe
- 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.
- Being part of the vibrant community of La Ronge To learn more about this northern forward-thinking, close-knit community, visit the links below:
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Remote Senior Financial Advisor - La Ronge, Canada - Conexus Credit Union
Found in: Talent CA C2 - 12 hours ago
Description
Posting Details
Job Details
Description
La Ronge, Saskatchewan
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 are in search of a dependable and strategic-minded individual to join us as a Senior Financial Advisor supporting our La Ronge membership. This opportunity comes with a unique feature – residing in La Ronge is not a requirement. For this opportunity we offer the flexibility to work either remotely or on-site at one of our branches within Saskatchewan, but specifically managing the La Ronge portfolio. This unique option allows you to collaborate with our team and serve our members remotely, ensuring exceptional service while accommodating a different work location.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 be spending your time
The way people describe you
You are a people person. Someone who develops relationships based on understanding and trust. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvement 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: