Conexus is seeking a dedicated Financial Advisor to assist members in achieving their financial aspirations, focusing on investment solutions in Moosomin. This role combines member support, sales, and compliance functions for optimal performance.

As a Financial Advisor, you will manage a portfolio focused on wealth-building through various investment products, including mutual funds. You will contribute to enhancing member relationships through proactive advice and a comprehensive understanding of their financial needs. Delivering exceptional service is at the heart of this role.

Key Responsibilities:
• Offer tailored financial advice to members
• Provide diverse investment and account products
• Engage in educational outreach about services
• Maintain accuracy in documentation practices
• Collaborate with retail teams to support operations

Requirements:
• 2 to 3 years of advisory experience
• Actively licensed to sell Mutual Fund Products
• Asset: Sales experience
• Pursuing financial planning designations
• Required IFIC or CSC license

Bring your insights and experience to Conexus as you help shape the financial futures of our community.
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📌 Moosomin Financial Advisor for Investments (Saskatchewan)
🏢 Conexus Credit Union
📍 Saskatchewan