Join Conexus as a dedicated Financial Advisor, Investments in Saskatoon, SK. Focus on providing expert investment guidance and financial planning solutions from Tuesday to Saturday.
In this full-time role, you will take charge of an assigned portfolio, supporting members in attaining their financial goals through tailored advice and a wide range of products. Your contributions will elevate member experiences and engagement by fulfilling their investment needs effectively.
Key Responsibilities:
• Proactively assess members' financial objectives
• Offer a full suite of account and investment solutions
• Conduct outreach to promote financial education
• Refer members to experts for specialized advice
• Maintain accurate documentation and comply with policies
Requirements:
• 2–3 years of advisory experience in finance
• Actively registered to sell mutual funds
• Sales background is a plus
• Progress toward financial planner designations
• Required licensing includes IFIC or CSC
Bring your expertise in investments to enhance the financial well-being of Conexus members.
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📌 Full-Time Financial Advisor at Conexus (Saskatoon)
🏢 Conexus Venture Capital
📍 Saskatoon