Guide Conexus members toward financial goals through investment advice, mutual funds, and introductory financial planning. Support an assigned portfolio with member-focused solutions.
As a Financial Advisor, Investments, you will understand member goals and provide suitable financial services and products. Your investment specialization includes mutual funds, while your advice may address accounts, registered products, cards, and mobile banking. You will also support relationship growth and satisfaction.
Key Responsibilities:
- Identify members' goals and provide introductory financial planning
- Offer investments, accounts, cards, and registered products
- Conduct outreach explaining products and services
- Refer members to appropriate subject matter experts
- Maintain accurate documentation and operational controls
Requirements:
- Two to three years' advisory financial industry experience
- Active registration to sell mutual fund products
- Experience in sales considered an asset
- Financial Planner or Personal Financial Services Advice progress
- IFIC or CSC license required
Apply investment expertise, mutual fund knowledge, and member-focused advice as a Financial Advisor, Investments at Conexus.
Investment Financial Advisor Mutual Funds in 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.
