Financial Services Advisor I - Growth & Benefits

HR Ghost Board; Emerald Park; On-site; CAD 56,000 - 70,000; Full time

Benefits offered by this job

Preferred rates for banking needs

Vacation benefits

Benefit package options

Pension matching

Job summary

Conexus Credit Union seeks a Financial Services Advisor I to help members achieve their financial goals by delivering sound advice and a full range of banking products. You will engage with members to assess needs, offer appropriate solutions, and refer complex cases to specialists as needed.

As part of a member-centric team, you’ll build relationships, maintain compliance, and contribute to growth while balancing profitability and risk.

Qualifications

• 1-2 years of financial industry experience in an advisory capacity.
• Sales experience is considered an asset.
• Completion of or working towards the Financial Planner and Personal Financial Services Advice designations.
• Investment Funds in Canada (IFIC) is considered an asset.

Responsibilities

• Understand members’ financial goals and support achievement through sound financial advice.
• Provide account, investment and lending products to meet member needs within scope of position.

Skills

Financial advisory

Sales experience

Education

Financial Planner designation

IFIC certification

Job description

Conexus Credit Union seeks a Financial Services Advisor I to help members achieve their financial goals by delivering sound advice and a full range of banking products. You will engage with members to assess needs, offer appropriate solutions, and refer complex cases to specialists as needed.

As part of a member-centric team, you’ll build relationships, maintain compliance, and contribute to growth while balancing profitability and risk.