Become a Financial Advisor at Conexus in Regina, focusing on consumer lending and member support. Help clients achieve their financial goals through expert advice and tailored solutions.
In this Financial Advisor role, you will engage with members to understand their needs and provide actionable insights on financial planning. Responsibilities include actively identifying financial goals, offering suitable lending products, and contributing to a positive member experience. Your proactive outreach will educate members about our products and improve their financial decision-making.
Key Responsibilities:
• Identify members’ financial goals and provide personalized advice
• Offer accounts, credit products, and mobile banking solutions




• Conduct outreach to educate members on services
• Increase member retention through follow-up and referrals
• Ensure compliance in documentation and processes
Requirements:
• 2-3 years of advisory experience in the financial industry
• Knowledge of credit application processes
• Sales experience is an asset
• Actively pursuing Financial Planner designation
• Robust relationship-building skills
Make a meaningful impact by supporting members' financial journeys at Conexus.
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📌 Financial Advisor Lending in Regina
🏢 Conexus Credit Union
📍 Regina