Advise Conexus members in Indian Head using financial planning, consumer lending, and investment expertise. This full-time role supports confident financial decisions.
As a Financial Services Advisor II, you will understand members' goals and provide sound advice. You will offer financial products within scope, including mutual funds and complex consumer lending. The role also involves relationship development, referrals, documentation, and operational support.
Key Responsibilities:
- Identify financial goals and provide introductory financial planning
- Offer accounts, investments, lending, cards, and banking solutions
- Conduct outreach educating members about products and services
- Refer members to appropriate experts and follow up
- Maintain accurate documentation and support retail operations
Requirements:
- Three or more years of financial industry experience
- Customer care or customer service experience
- IFIC licensing and mutual funds sales experience
- Experience underwriting loans; approval experience is an asset
- Personal Financial Services Associate or Certified Financial Planner designation is an asset
Use financial advice, lending knowledge, and investment expertise to help Conexus members achieve goals in Indian Head.
Financial Services Advisor II in Indian Head employer: HR Ghost Board
HR Ghost Board offers a dynamic work environment that emphasizes professional growth and development. Employees benefit from a culture of collaboration and support, with opportunities to engage in meaningful projects that enhance governance and risk management practices. The organization values integrity and excellence, making it an attractive employer for those seeking to make a significant impact in the financial services sector.
