Temporary Senior Financial Advisor – Member Planning & Lending

HR Ghost Board; Saskatoon, Regina, Prince Albert; On-site; CAD 68,000 - 85,000; Full time

Benefits offered by this job

Generous vacation benefits

Competitive benefit package options

Pension matching

Banking perks

Job summary

Conexus Credit Union is seeking a temporary Senior Financial Advisor to join our Member Contact Centre Advice team. You will understand members' financial goals and provide comprehensive financial planning, lending, and investment solutions to support their needs.

This 14-month position is primarily based in Saskatchewan with core banking hours, Monday to Friday. Primary locations include Saskatoon, Regina or Prince Albert, with other sites considered based on space.

Qualifications

• 5+ years of Financial Industry Experience in an Advisory Capacity.
• IFIC Licensed and experience selling Mutual Funds with that designation is required.
• Experience in Underwriting Loans is required, experience in approving those loans is an asset.
• Personal Financial Services Advice designation; or working towards it
• Financial Planning 1 designation; or working towards it.

Responsibilities

• 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.
• 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.
• Be available to support any incoming member phone calls into the MCC Advice queues as required.

Skills

Active listening

Coaching

Financial knowledge

Relationship building

Education

IFIC Licensed

Personal Financial Services Advice designation; or working towards it

Financial Planning 1 designation; or working towards it

Job description

Conexus Credit Union is seeking a temporary Senior Financial Advisor to join our Member Contact Centre Advice team. You will understand members' financial goals and provide comprehensive financial planning, lending, and investment solutions to support their needs.

This 14-month position is primarily based in Saskatchewan with core banking hours, Monday to Friday. Primary locations include Saskatoon, Regina or Prince Albert, with other sites considered based on space.