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 (Carlyle)
🏢 Conexus Credit Union
📍 Carlyle
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