Financial Advisor – Conexus Credit Union – Prince Albert, SK
Prince Albert, SK
We’re not a bank, and it shows in our culture. We’re fierce advocates for each of our members, and we’re experts in financial performance and providing innovative solutions because we know there isn’t a “one-size fits all” approach to managing finances. We care, like actually care, about our members, and take the time to get to know them in order to do what’s best for them.
Not only are we committed to helping our members, we’re also passionate about helping each other to succeed. This genuine interest in the well-being of others is at the very heart of who we are, and what motivates us to work hard every single day.
At Conexus, we’re authentic, bold, creative, and responsible. Our employees are the reason we consistently deliver outstanding member experiences. They’re more than members of a team, they’re members of the Conexus family.
The bigger picture
Consistently delivering world-class member service includes providing sound advice in order to improve the financial well-being of our members. As our newest Financial Advisor, you will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will get to know our members, determine their priorities, and assist them in reaching their ultimate financial goals.
The daily duties
As part of our Financial Advisor team, you will work closely with our members on a day-to-day basis in order to assist them in working toward realizing their individual financial goals. You will build solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations. Your extensive knowledge and experience will assist you in providing solutions and advice that improves the financial well-being of our members. You will help to educate our members on the value of our products and services, and strive to provide the most up-to-date and relevant financial information available. You will continually seek and identify opportunities for improvements and efficiencies in our processes and procedures. You will work collaboratively to support both individual and team projects. Overall, you will be a trusted, reliable, honest, and dedicated financial partner for our members, and for your Conexus teammates.
The way people describe you
- You are a people person, who enjoys meeting and getting to know others.
- You are a great listener, who hears before speaking.
- You are a talented multi-tasker, who is comfortable managing multiple projects at once.
- You enjoy collaboration and can effectively work with a range of personality types.
- You enjoy helping others and consistently display patience.
- You are agile, flexible, and willing to shift priorities when required.
- You act with integrity and honesty in everything you do.
- You are passionate about providing an exceptional customer experience, every single time.
- You are credible and trustworthy.
The experience you bring
- Experience working in a lending environment
- Experience in portfolio management
- Licensed to sell Mutual Funds is an asset
The rewards we share
Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:
Awards & Recognition – Reward and recognize others! Appreciation lives deep within all of us; we recognize greatness through peer-to-peer social recognition that allows you to collect points to purchase merchandise, travel, and more! Once a year, we pull out the red carpet and take the opportunity to celebrate individuals who have gone above and beyond to help members, each other and our community in different categories like Rookie of the Year, Ambassador of the Year and Be Bold & Creative.
Networking & Mentorship Opportunities – At Conexus, we take personal growth and development seriously. That’s why we’ve pioneered some truly progressive organizational-wide mentorship programs. Have you ever wondered what it was like to be a CEO? At Conexus, you can test drive being a CEO and shadow our CEO and engage in executive meetings. The CEO’s salary for this day is donated to a charity of choice!
Learning & Development – We believe in continual growth, and support this philosophy by giving our employees paid time off for personal development initiatives (we also pay for the courses!).
Work/Life Fit – For those times when life happens, Conexus offers you Y-time (10 days per year!). This time is accessible in smaller periods to disconnect from work sporadically throughout the year. This flexibility creates a fit for work and life that meets your needs.
Wellness & Benefits – We understand the need for and value a group benefits, wellness and pension plan for our employees. It’s important that our employees and their families have protection and coverage for retirement, life and health-related matters.
Employee Advantage Program – We offer exceptional value to all Conexus employees like: reduced employee rate on loans and mortgages and bonuses on investments to name a few. Making the choice to bring your business to Conexus as an employee improves your financial well-being!
Interested? Apply online before August 25, 2019. Questions? Contact Kara Leftley at email@example.com.