Explore an impactful role as a Financial Advisor with Conexus in La Ronge, Saskatchewan, where your expertise in Lending and Investments can foster member growth. Build trust and support clients in reaching their financial aspirations.
In this advisory capacity, you'll engage with members to understand their financial goals, providing tailored services that enhance their banking experience. The role encourages both seasoned professionals and those eager to learn, emphasizing compliance and operational support within the team. Take this chance to make a difference.
Key Responsibilities:
• Assess and guide members' financial goals with strategies
• Provide a range of lending and investment products
• Perform outreach to inform members about services
• Refer clients to experts for additional guidance
• Ensure compliance with policy and documentation accuracy
Requirements:
• 3+ years experience in a financial advisory capacity
• Customer care role experience p...