Financial Services Advisor II

Autism Services; Canada; On-site; CAD 55,000 - 75,000; Full time

Job summary

Conexus is seeking a full-time Financial Services Advisor II to help members achieve their financial goals through sound advice and a broad range of products including consumer lending and investments. You will identify goals, provide solutions, and support ongoing account needs, while upholding compliance and documentation standards.

The role emphasizes proactive member outreach, cross-selling opportunities, and strengthening relationships through high-quality service and knowledge of your

Qualifications

• Ability to understand member financial goals and provide appropriate guidance.
• Experience identifying member needs and offering tailored financial solutions.
• Strong communication and client service skills.

Responsibilities

• Proactively identify members' financial goals and provide advice to support achievement.
• Offer and fulfill financial services and products including lending and investments.
• Maintain accurate documentation and compliance with policies.
• Educate members on products and services and follow up to ensure satisfaction.

Skills

Financial advice

Sales excellence

Member relationship

Job description

As a full-time Financial Services Advisor II (FSA II), you are responsible for understanding our members financial goals and supporting their achievement through the provision of sound financial advice. This includes the offering and fulfillment of financial services and products, including consumer lending and investments (including mutual funds).

How youll be spending your time

Member experience and sales

• Proactively identify members financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning
• Provide account, investment and lending products, within scope of position, to meet member needs:
  • Memberships and accounts including lines of credit
  • Consumer investment products including mutual funds
  • Complex consumer lending products
  • Cards, including identifying needs, recommending appropriate products, completing applications, and ongoing account support
  • 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

Compliance and organizational support

• Ensure complete, accurate and timely documentation
• Adhere to security and operational policies, procedures and operational controls
• Ensure a healthy balance between opportunity & risk and between growth & profitability (e.g. through understanding and application of profitability margins in rate negotiation, fee subsidies, etc.)
• 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