Full Time Financial Advisor at Conexus

Join Conexus as a full-time Financial Advisor in Midale, helping members achieve their financial goals through expert advice and tailored solutions. Drive satisfaction with your person-centered approach in a community-focused environment.
In this role, you will guide members by identifying and advising on their financial goals. You will also provide a range of account and lending products and conduct outreach activities for member education. Ensuring accurate documentation and representing Conexus positively will be crucial for membership growth.
Key Responsibilities:
• Identify and advise on members' financial goals
• Provide diverse account and lending products
• Conduct outreach activities for member education
• Ensure accurate documentation of interactions
• Represent Conexus positively to enhance membership growth
Requirements:
• 1 to 2 years in a financial advisory role
• Sales experience preferred, but not required
• Working towards financial des...

Ready to Apply?

Submit your application today and join our talented team at Conexus Credit Union.

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