Guide Conexus members toward financial goals through investment advice and mutual funds. Support assigned portfolios with insightful, needs-based solutions.
As a Financial Advisor, Investments, you will understand members' goals and support their achievement through financial services and products. You will specialize in investments, including mutual funds, while providing introductory financial planning and portfolio management. The role also includes memberships, accounts, consumer investments, registered products, cards, and mobile banking solutions.
Key Responsibilities:
- Identify members' financial goals and provide introductory financial planning
- Offer investment and banking products within position scope
- Conduct outreach educating members about products and services
- Refer members to subject matter experts and follow up
- Maintain accurate documentation and support retail operations
Requirements:
- Two to three years' financial industry advisory experience
- Active registration to sell mutual fund products
- Portfolio management experience
- IFIC or Canadian Securities Course license required
- Financial Planner designation completed or in progress
Bring investment specialization, mutual fund registration, and portfolio management experience to Conexus member financial planning services.
Financial Advisor Mutual Funds in 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.
