Contract Financial Advisor - Empower Members & Solutions

Conexus Credit Union; Whitewood; On-site; CAD 50,000 - 70,000; Full time

Job summary

Conexus Credit Union in Whitewood is seeking a temporary Financial Advisor for a 14-month contract to guide members toward their financial goals through sound advice and a full suite of banking products.

You will identify member needs, offer account and lending solutions, and educate on products and services while strengthening relationships and ensuring compliant, accurate documentation.

Qualifications

• Experience advising members on financial goals and products.
• Strong communication and relationship-building skills.
• Ability to tailor financial solutions to individual member needs.

Responsibilities

• Proactively identify members’ financial goals and provide advice and solutions to support their achievement
• Provide account, investment and lending products, within scope of position, to meet member needs
• Memberships and accounts including lines of credit
• Consumer investment products (excluding mutual funds)
• Cards
• Registered products
• Safety deposit boxes
• Mobile banking solutions
• Day to day banking needs
• Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services
• Increase retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfaction
• Ensure complete, accurate and timely documentation
• Adhere to security and operational policies, procedures and operational controls
• Ensure 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
• Proactively identify opportunities to enhance processes and improve operational efficiencies

Skills

Financial advice

Sales

Customer service

Communication

Problem solving

Tools

CRM software

Job description

Conexus Credit Union in Whitewood is seeking a temporary Financial Advisor for a 14-month contract to guide members toward their financial goals through sound advice and a full suite of banking products.

You will identify member needs, offer account and lending solutions, and educate on products and services while strengthening relationships and ensuring compliant, accurate documentation.