18 Sep
|
Conexus Credit Union
|
Moosomin
18 Sep
Conexus Credit Union
Moosomin
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.
📌 Moosomin Financial Advisor for Investments
🏢 Conexus Credit Union
📍 Moosomin