Experienced Senior Financial Advisor

Position: Experienced Senior Financial Advisor Wanted
Elevate your career at Conexus as a Senior Financial Advisor in Prince Albert, Saskatchewan, focusing on empowering members to achieve their financial goals with confidence and tailored solutions.

This role calls for a seasoned financial advisor with more than five years of industry experience. You will be responsible for meeting the diverse financial service needs of members, including consumer lending and investments while adhering to regulatory compliance. Building strong relationships through insightful, empathetic communication will be key to your success.

Key Responsibilities:

• Discover and advise on members' financial objectives

• Offer a range of banking and investment products

• Conduct proactive educational outreach to members

• Enhance relationships through expert referrals

• Follow organizational compliance protocols rigorously

Requirements:

• 5+ years financial advisory experience required

• Customer service experience is essential

• IFIC mutual fund licensing mandatory

• Knowledge in loan underwriting required

• Certification processes for financial services underway

Utilize your expertise to foster financial wellbeing and success for Conexus members in this impactful role.
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