Conexus seeks a proactive Financial Advisor for our Wakaw branch. The role is centered around cultivating member relationships and enhancing financial literacy.

As a Financial Advisor, you will play a crucial role in guiding members toward achieving their financial objectives through strategic advice in lending and investment. A minimum of three years' experience in the financial sector and a commitment to ongoing learning are essential. Your empathetic communication style will foster trust and encourage member engagement.

Key Responsibilities: • Assess and identify financial goals of members • Sell consumer lending and investment products effectively • Conduct member education on financial options • Ensure accurate documentation and compliance • Collaborate within teams to implement improvements

Requirements: • 3+ years of financial industry experience • Robust background in customer support • Experience with portfolio management • IFSC Licensed; mutual fund sales experience is a plus • Pursuing Personal Financial Services Associate designation

Deliver impactful financial solutions and bolster member confidence at Conexus in Wakaw. #J-18808-Ljbffr

📌 Financial Advisor Position At Conexus Winnipeg
🏢 Conexus Credit Union
📍 Winnipeg