Consumer lending expertise meets member-focused advice in Regina with Conexus, supporting financial goals through tailored products and solutions.
As a Financial Advisor, Lending, you will manage an assigned member portfolio and provide introductory financial planning. You will specialize in consumer lending while offering accounts, credit cards, lines of credit, and other services. Your work supports confident financial decisions.
Key Responsibilities:
- Identify member goals and recommend appropriate financial solutions
- Provide complex consumer lending products within position scope
- Conduct outreach about products and services
- Refer members to appropriate subject matter experts
- Follow up to support member satisfaction and retention
Requirements:
- Two to three years' financial industry advisory experience
- Experience underwriting and approving credit applications
- Sales experience considered an asset
- Financial Planner designation completed or in progress
- Personal Financial Services Advice designation completed or in progress
Bring lending knowledge, financial advice, and relationship-building skills to help Conexus members pursue their goals in Regina.
Financial Advisor Consumer Lending Regina employer: Conexus Credit Union
Conexus Credit Union is an exceptional employer that prioritizes employee growth and community engagement in the vibrant city of Saskatoon. With a strong focus on delivering world-class member experiences, we foster a collaborative work culture that encourages innovation and personal development. Our commitment to supporting our team members with comprehensive training and advancement opportunities makes us a rewarding place to build a meaningful career.
