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Senior Financial Advisor at ConexusAutismservices • Toronto, Canada
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Senior Financial Advisor at Conexus

Senior Financial Advisor at Conexus

Autismservices • Toronto, Canada
11 days ago
Job type
  • Full-time
Job description
Become a Senior Financial Advisor at Conexus and guide members toward their financial goals. Create tailored financial solutions using your expertise in investments and complex lending.

In this role, you will leverage over five years of financial industry experience. As a trusted advisor, you will work to identify member goals and offer comprehensive financial planning, including lending and investment strategies. Your proactive outreach will educate members on the value of our services and enhance their financial well-being.

Key Responsibilities: • Identify members' financial goals and provide tailored advice • Offer lending and investment products to meet member needs • Conduct outreach to promote product understanding • Ensure accurate and timely documentation • Adhere to security and operational policies

Requirements: • 5+ years of experience in financial advisory roles • Must be IFIC Licensed with mutual fund sales experience • Proven customer service and portfolio management background • Experience in loan underwriting required • Familiarity with loan approval processes is a plus

Utilize your listening and coaching skills to foster financial success for Conexus members. #J-18808-Ljbffr
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Senior Financial Advisor at Conexus • Toronto, Canada

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