Financial Advisor at Conexus Credit Union
C
Conexus Credit Union
📍 lemberg, sk, Canada
Job Description
Become a Financial Advisor at Conexus Credit Union in Lemberg, Saskatchewan, and help members achieve their financial goals. Use your expertise to provide tailored financial services and advice for member satisfaction.
As a full-time Financial Advisor, you will actively support members by understanding their financial needs. This role requires strong sales skills and the ability to recommend various products, including accounts, investment options, and lending solutions. You will conduct outreach efforts to educate members on available services, ensuring their needs are met and relationships grow.
Key Responsibilities:
• Identify and advise members on financial goals
• Offer account and lending products tailored to needs
• Conduct outreach to educate about financial services
• Refer members to experts for specialized support
• Ensure compliance with operational policies and documentation
Requirements:
• 1-2 years of advisory experience in finance
• Sales e...
As a full-time Financial Advisor, you will actively support members by understanding their financial needs. This role requires strong sales skills and the ability to recommend various products, including accounts, investment options, and lending solutions. You will conduct outreach efforts to educate members on available services, ensuring their needs are met and relationships grow.
Key Responsibilities:
• Identify and advise members on financial goals
• Offer account and lending products tailored to needs
• Conduct outreach to educate about financial services
• Refer members to experts for specialized support
• Ensure compliance with operational policies and documentation
Requirements:
• 1-2 years of advisory experience in finance
• Sales e...