Senior Financial Advisor
Conexus Venture Capital Inc. • prince albert, Canada
Role Description
Senior Financial Advisor Role Overview As a Senior Financial Advisor at our branch in Prince Albert, Saskatchewan, you are responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products, such as consumer lending and investments (including mutual funds).
How you’ll be spending your time Member Experience and Sales
Proactively identify members’ financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning
Provide account, investment and lending products, within scope of position, to meet member needs:
Memberships and accounts including lines of credit
Consumer investment products including mutual funds
Complex consumer lending products
Cards
Registered products
Safety deposit boxes
Mobile bank...
How you’ll be spending your time Member Experience and Sales
Proactively identify members’ financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning
Provide account, investment and lending products, within scope of position, to meet member needs:
Memberships and accounts including lines of credit
Consumer investment products including mutual funds
Complex consumer lending products
Cards
Registered products
Safety deposit boxes
Mobile bank...