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