Drive financial success as a full-time Financial Advisor in Moose Jaw, offering tailored advice to members to achieve their financial goals. With a focus on member relationships, you will provide essential financial product solutions.
As a Financial Advisor at Conexus, you will engage with members to understand their financial aspirations. Your proactive outreach will educate potential and existing members about various products and services. Utilize your financial industry experience to enhance retention and foster growth by referring members to expert resources when needed.
Key Responsibilities:
• Identify and support members' financial goals proactively
• Advise on investment and lending products to meet member needs
• Conduct outreach to educate about product value
• Facilitate member relationships and satisfaction follow-up
• Balance growth opportunities with risk management
Requirements:
• 1 to 2 years in a financial advisory role
• Sales experience ...