Join Conexus as a Financial Advisor in Wakaw, Saskatchewan. This chance focuses on enhancing member experiences while advising on lending and investment options. As a Financial Advisor, you will engage with members by understanding their financial aspirations and offering tailored solutions through lending and investments.

Applicants should have a robust background in customer service and a minimum of three years in the financial industry. Your ability to actively listen and build trust will be key to your success in this role. Key Responsibilities:
Proactively identify and address member financial needs
Provide tailored advice on investment and lending products
Educate members about our financial services
Maintain compliance with industry regulations
Support operational improvement initiatives Requirements:
3+ years of relevant financial experience
Experience in customer service roles
Portfolio management experience preferred
Licensed to sell mutual funds is advantageous
Progress toward Personal Financial Services Associate designation Elevate member satisfaction and financial success while growing your career at Conexus.

📌 Wakaw Financial Advisor Role At Conexus
🏢 Conexus Credit Union
📍 Wakaw