Apply on Kit Job: kitjob.ca/job/2jv5zp

Job Overview

nAs a Financial Advisor, Investments in our Member Contact Centre (call centre), you will be responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products, with a specialization in all things investments, including mutual funds.n

Core Responsibilities

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- Proactively identify members’ financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning.
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- Provide account and investment products within scope of position, to meet member needs:nn
- Memberships and accounts
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- Consumer investment products including mutual funds
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- Cards
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- Registered products
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- Mobile banking solutions
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- Day to day banking needs
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- Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services.
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- Increase retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and following up to ensure member satisfaction.
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- Be available to support any incoming member phone calls into the MCC Advice queues as required based on call volumes or campaign needs.
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Compliance and Organizational Support

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- Ensure complete, accurate and timely documentation.
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- Adhere to security and operational policies, procedures and operational controls.
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- Ensure healthy balance between opportunity & risk and between growth & profitability (e.g. through understanding and application of profitability margins in rate negotiation, fee subsidies, etc.).
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- Positively represent Conexus externally to support the growth of our membership and to enhance credit union system support and collaboration.
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- Proactively identify opportunities to enhance processes and improve operational efficiencies.
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- Provide support, assistance and backup as required for the team.
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The Experience You Bring

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- 2 to 3 years of Financial Industry Experience in an Advisory Capacity.
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- Actively registered to sell Mutual Fund Products.
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- Experience in a Sales position is considered an asset.
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- Call centre experience is considered an asset.
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- Completion of or working towards the Financial Planner and Personal Financial Services Advice designations.
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- Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) license is required.
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Compensation

nSalary Range: $58,540 - $73,710 with 9% Short Term Incentive Target.n

Benefits & Perks

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- Preferred rates for all banking needs.
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- Vacation advantages.
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- Competitive benefit package options covering aspects of personal wellness.
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- Pension matching to support retirement.
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Additional Information

nBenefits may include union membership depending on location of work. This opportunity is open until May 10, 2026. Apply accordingly.

Apply on Kit Job: kitjob.ca/job/2jv5zp

📌 Financial Advisor, Investments (Regina Beach)
🏢 Conexus Credit Union
📍 Regina Beach