Strategic Financial Advisor & Lending Specialist

Conexus Credit Union; Regina; Presencial; CAD 59 000 - 74 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Preferred rates for banking

Vacation benefits

Competitive benefits package

Pension matching

Resumo da oferta

Conexus Credit Union in Regina is seeking a Financial Advisor, Lending to understand members' financial goals and support their achievement through lending products and services. You will specialize in consumer lending, provide solutions, and build lasting member relationships.

You’ll conduct outreach to educate members on our offerings, process applications, and collaborate with specialists to grow relationships while maintaining strong risk controls and compliance.

Qualificações

• 2 to 3 years of Financial Industry experience in an Advisory Capacity
• Experience in underwriting and approving credit applications
• Experience in a Sales position is considered an asset
• Completion of or working towards the Financial Planner and Personal Financial Services Advice designations

Responsabilidades

• Identify members' financial goals and provide advisory solutions
• Offer and fulfill banking and lending products to meet member needs
• Educate members on value of products and services and conduct proactive outreach
• Maintain documentation and ensure compliance and risk controls

Conhecimentos

Financial advisory

Credit underwriting

Sales experience

Formação académica

CFP designation in progress

Financial Planner designation in progress

Descrição da oferta de emprego

Conexus Credit Union in Regina is seeking a Financial Advisor, Lending to understand members' financial goals and support their achievement through lending products and services. You will specialize in consumer lending, provide solutions, and build lasting member relationships.

You’ll conduct outreach to educate members on our offerings, process applications, and collaborate with specialists to grow relationships while maintaining strong risk controls and compliance.