Job Description
Drive financial success as a Senior Financial Advisor with Conexus in Prince Albert, Saskatchewan. Connect members to essential financial services, including lending and investment products, to fulfill their financial objectives.
In this role, you’ll act as a trusted advisor, helping members achieve their financial aspirations through comprehensive planning and tailored solutions. Your responsibilities include understanding their needs, offering relevant products like mutual funds and consumer loans, and ensuring high levels of member satisfaction through follow-up and education. Compliance with policies and operational efficiency will also be a focus.
Key Responsibilities:
• Assess and respond to members’ financial needs
• Deliver investment and lending solutions
• Generate outreach initiatives to showcase product value
• Ensure thorough compliance with documentation standards
• Assist the retail team with operational processes
Requirements:
• 5+ years of ex...
In this role, you’ll act as a trusted advisor, helping members achieve their financial aspirations through comprehensive planning and tailored solutions. Your responsibilities include understanding their needs, offering relevant products like mutual funds and consumer loans, and ensuring high levels of member satisfaction through follow-up and education. Compliance with policies and operational efficiency will also be a focus.
Key Responsibilities:
• Assess and respond to members’ financial needs
• Deliver investment and lending solutions
• Generate outreach initiatives to showcase product value
• Ensure thorough compliance with documentation standards
• Assist the retail team with operational processes
Requirements:
• 5+ years of ex...