At a Glance
- Tasks: Help members achieve their financial goals with tailored advice and solutions.
- Company: Join Conexus, a member-focused financial institution in Regina.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for growth and to build lasting relationships with members.
- Why this job: Make a real difference in people's lives by guiding them through financial decisions.
- Qualifications: 1-2 years of financial advisory experience; sales experience is a plus.
The predicted salary is between 54000 - 66000 $ per year.
Support financial goals in Regina through insightful advice, product knowledge, and member-focused relationship building at Conexus.
Help members make confident financial decisions.
As a Financial Advisor, you will advise new and existing non-portfolio aligned members.
You will identify goals, provide financial solutions, and fulfill account, investment, lending, and banking services.
The work also includes proactive outreach, referrals, follow-up, and accurate documentation.
Key Responsibilities
- Identify members' financial goals and recommend suitable solutions
- Provide account, investment, lending, card, and registered products
- Conduct outreach explaining product and service value
- Refer members to appropriate subject matter experts
- Follow up to support member satisfaction and retention
Requirements
- One to two years' financial industry advisory experience
- Sales experience considered an asset
- Financial Planner designation completed or in progress
- Personal Financial Services Advice designation completed or progressing
- Investment Funds in Canada considered an asset
Bring financial advice, product expertise, and relationship-building skills to support Conexus members' goals in Regina.
Financial Advisor Member Experience – 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.
