Financial Advisor

As a full-time Financial Advisor in Moose Jaw, you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound financial advice. This includes the offering and fulfillment of financial services and products to new and existing non-portfolio aligned members.

Proactively identify members’ financial goals and provide advice and solutions to support their achievement

Provide account, investment and lending products, within scope of position, to meet member needs:

Memberships and accounts including lines of credit

Consumer investment products (excluding mutual funds)

Non-complex consumer lending products

Cards

Registered products

Safety deposit boxes

Mobile banking solutions

Day to day banking needs

Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services

Increase retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfaction

Ensure complete, accurate and timely documentation

Adhere to security and operational policies, procedures and operational controls

Ensure healthy balance between opportunity & risk and between growth & profitability (e.g. through understanding and application of profitability margins in rate negotiation, fee subsidies, etc.)

Positively represent Conexus externally to support the growth of our membership and to enhance credit union system support and collaboration

Proactively identify opportunities to enhance processes and improve operational efficiencies

Provide support, assistance and backup as required for retail team

You’re a quick thinker, a keen listener and eager to help others. You’re friendly and approachable and build relationships with ease. You have deep knowledge in the psychology of money, allowing you to grasp the underlying behaviours influencing people’s financial choices, and you confidently handle sensitive information with discretion. You demonstrate a can-do attitude and seek opportunities for enhancements and efficiencies, often sharing your learnings with others. Embracing a team-oriented approach, you value diversity and collaborate effectively with others. Your ability to manage multiple projects simultaneously is reinforced by your unwavering dedication to ongoing learning and skill development

1 to 2 years of Financial Industry Experience in an Advisory Capacity

Experience in a Sales position is considered an asset

Experience in portfolio management

Completion of or working towards the Financial Planner and Personal Financial Services Advice designations

Investment Funds in Canada (IFIC) is considered an asset