Drive member success with Conexus as a Financial Advisor in Wakaw, Saskatchewan. This role focuses on relationship management while providing comprehensive financial solutions to meet diverse needs.
As a Financial Advisor, you will engage with your assigned portfolio of members to understand their financial aspirations and deliver tailored advice across lending and investment products. Your proactive outreach will emphasize the value of our services, aiding members in achieving their financial objectives. This position also requires adherence to compliance standards and operational procedures.
Key Responsibilities:
• Proactively identify and fulfill members' financial needs
• Provide education on investment and lending products
• Document all interactions accurately and promptly
• Maintain compliance with security policies and operational controls
• Collaborate with subject matter experts to enhance member relations
Requirements:
• Experience in Lending and I...