Financial Advisor 1

Conexus Credit Union
Whitewood, SK, CA
$48.5K-$60.6K a year
Permanent
Full-time

Posting Details

Job Details

Description

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future.

It’s about more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making.

We prioritize growth and efficiency while never compromising on the financial well-being of our members. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are curious, courageous, confident and committed. They are the reason we consistently deliver outstanding member experiences.

They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for a reliable and trustworthy person with a strategic mindset to come on board as a permanent Financial Advisor at our branch in Whitewood, Saskatchewan.

You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will get to know our members, determine their priorities, and assist them in reaching their ultimate financial goals.

How you’ll be spending your time

  • Working closely with our members on a day-to-day basis to assist them in working toward realizing their individual financial goals.
  • Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
  • Providing solutions and alternatives, including accounts and mid-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
  • Helping to educate our members on the value of our products and services and strive to provide the most up-to-date and relevant financial information available.

The way people describe you

You are a people person. Someone who develops relationships based on understanding and trust. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies.

You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.

The experience you bring

  • Experience working in a customer care / customer service role
  • Experience in portfolio management
  • Completion of, or working towards the Financial Planner designation would be an asset
  • License and experience in selling Mutual Funds would be an asset
  • Experience in the Application and Underwriting of Loans would be an asset

Salary Range

$48,480 - $60,600 with a 7% STI Target

Benefits & Perks

Our employees’ performance and achievements are critical to the success of our members’ credit union. It’s the reason we ensure that our employees have access to various perks and benefits that support them in bringing and being at their best.

Not just at work, but in life. Some of these extra’s include, but are not limited to, the following :

  • Preferred rates for all your banking needs helping to make life more affordable
  • Generous vacation benefits with 10 additional paid days off giving you time to spend on what’s most important to you
  • Competitive benefit package options covering off all aspects of personal wellness
  • 7% pension matching after 1 year of employment to support you towards retirement
  • Being part of the vibrant community of Whitewood! To learn more about this crossroads community, visit the links below : Facebook : Town Page :
  • 16 days ago
Related jobs
RBC
Canada

Bilingual Licensed Financial Security Advisor, Client Care. Provide a superior client experience, act as a “trusted advisor” in client conversations using effective client discovery, provide relevant insurance advice and solutions based on client need. ...

Pattern Financial Group
Magnolia, TX, CA

Financial Advisor Job Description. Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations. At Pattern Financial Group, we are looking for talented people who want to take control of their own success. W...

RBC
Canada

As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Connect with clients through discovery to better understand their life events and offer comprehensive insurance and fin...

Bank of America
Can

Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life ...

The Bulfinch Group
Needham, MA, CA

Financial Advisor - The Bulfinch Group. Join our growing team as a Financial Advisor! Having a career that allows you to make a meaningful impact doesn’t mean you need to sacrifice earning potential or work-life balance. Benefits for the Financial Advisor (Sales):. Qualifications for the Financial A...

Perfect Placement Recruitment
Capetown, CA

Have a thorough understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence Centre Act (FICA). Our client is looking for a dynamic and results-oriented Short-Term Financial Advisor to join their team. Offering expert advice on finance, retirement planning,...

Opes One
Addison, TX, CA

Financial Advisor Job Description. Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behi...

Metrolinx
Canada

Our Research & Planning Analytics Office is seeking a Senior Advisor, Planning Analytics to provide planning analysis and advice in the development of quantitative methods and strategies related to Metrolinx initiatives and to coordinate and manage projects, research, data, and studies. Guiding and ...

Financial Horizons
Remote, Canada
Remote

Provide exceptional advisor support to our network of independent advisors. Understand all aspects of advisor compensation at life insurance companies and a MGA and apply this knowledge to the job tasks as an Advisor Support analyst. Our company is DRIVEn (this is not a typo – it's part of our value...

Sagient
Beverly Hills, CA, CA

As financial advisors, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, inc...