Apply on Kit Job: kitjob.ca/job/2g9m6w

Become a Member-Centric Investment Advisor, dedicated to helping clients meet their financial goals.

Specialize in a range of investment services to enhance member satisfaction and financial success.

This role requires you to have 2 to 3 years of experience in financial advisory and a focus on mutual fund products.

You will actively engage with members, providing tailored investment advice and education on financial services.

Your primary duties will include documenting member interactions accurately while ensuring compliance and identifying areas for process improvement.

Key Responsibilities:
• Assess and advise on members’ investment needs
• Offer diverse financial products to meet goals




• Conduct educational outreach to boost member knowledge
• Ensure compliance with operational protocols
• Assist retail operations in member engagement

Requirements:
• 2-3 years in a financial advisory capacity
• Registered for Mutual Fund sales
• Sales experience is beneficial
• Progress towards Financial Planner credentials
• Required IFIC or CSC license

Apply your investment acumen to foster robust member relationships and support their financial journeys with care and expertise.
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Apply on Kit Job: kitjob.ca/job/2g9m6w

📌 Member-Centric Investment Advisor (Canada)
🏢 Conexus Credit Union
📍 Canada