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