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: 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.
