Senior Financial Advisor

Description

As a temporary full-time Senior Financial Advisor with our Member Contact Centre, 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, including complex consumer lending and investments (including mutual funds).

How youll 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 banking solutions Day to day banking needs Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services Increase retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfaction

Compliance and Organizational Support

Ensure complete, accurate and timely documentation Adhere to security and operational policies, procedures and operational controls Ensure a healthy balance between opportunity & risk and between growth & profitability (e.g. through understanding and application of profitability margins in rate negotiation, fee subsidies, etc.) Positively represent Conexus externally to support the growth of our membership and to enhance credit union system support and collaboration Proactively identify opportunities to enhance processes and improve operational efficiencies Provide support, assistance and backup as required for retail team