Become a vital part of Conexus as a Temporary Financial Advisor based in Whitewood for a 14-month contract. Support members' financial aspirations with expert advice and a range of banking products. As a Temporary Financial Advisor, your role includes understanding members' financial goals and providing tailored advice.

Your responsibilities will include offering account and investment products, proactively reaching out to educate members, and enhancing client relationships. This position allows you to bring valuable insight while contributing to Conexus’s commitment to excellence. Key Responsibilities:

- Identify members’ financial goals and provide customized advice
- Offer account and investment products based on member needs
- Conduct outreach to educate on products and services
- Enhance member relationships through follow-up and referrals
- Document interactions accurately and adhere to policies Requirements:
- 1-2 years in Financial Industry Advisory roles
- Sales experience is an asset
- Pursuing Financial Planner designations
- Knowledge of Investment Funds in Canada
- Ability to educate members effectively Bring your financial expertise, advisory skills, and relationship-building abilities to Conexus in Whitewood.

📌 Temporary Financial Advisor in Whitewood
🏢 Conexus Credit Union
📍 Whitewood