Join Conexus as a Financial Advisor, specializing in investments to guide members with their financial goals in Moosomin. Engage in sales, compliance, and member outreach to ensure their financial success.

In this advisory role, you will support your portfolio of members by offering tailored financial solutions, focusing on mutual funds and investment products. You’ll play a crucial role in increasing member retention through proactive account management and outreach. A commitment to excellence and member satisfaction defines this position.

Key Responsibilities: • Identify and advise members on financial goals • Provide account and investment products • Conduct outreach and educate members on services • Ensure timely and accurate documentation • Support retail teams as required

Requirements: • 2 to 3 years in financial advisory roles • Registered to sell Mutual Fund Products • Sales experience is a plus • Completion of financial designations in progress • Required Investment Funds in Canada license

Leverage your financial expertise and commitment to member success as you assist them in achieving their financial dreams at Conexus. #J-18808-Ljbffr

📌 Investment-Focused Financial Advisor Moosomin (Carlyle)
🏢 Conexus Credit Union
📍 Carlyle