Join Conexus as a Financial Services Advisor I, providing exceptional service and financial literacy to our members in Rose Valley. Drive their financial success through expert consultation.
This full time position as a Financial Services Advisor I allows you to work closely with members to meet their financial objectives. You will provide guidance on various financial products while proactively identifying prospects for improved member engagement. Your expertise will play a vital role in enhancing member satisfaction and organizational support.
Key Responsibilities:
• Identify members' goals and offer tailored financial solutions
• Provide access to accounts, cards, and investment products




• Conduct educational outreach on financial offerings
• Ensure compliance with policies and accurate records
• Collaborate with the retail team to ensure optimal service
Requirements:
• 1 to 2 years in a financial advisory role
• Sales experience is beneficial
• Progressing towards Financial Planner designation
• Knowledge of Canadian investment funds a plus
• Solid problem-solving capabilities
Bring your dedication and passion for finance to enhance member experiences at Conexus.
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📌 Conexus Financial Services Advisor I Role Rose Valley
🏢 Conexus Credit Union
📍 Rose Valley