21 Sep
|
Conexus Venture Capital
|
Saskatchewan
21 Sep
Conexus Venture Capital
Saskatchewan
Advance your career as a Financial Advisor at Conexus in La Ronge, Saskatchewan, where you'll help members reach their financial aspirations through informed decision-making. This role is centered around relationship-building and providing essential financial guidance.
Conexus is inviting applications for two Financial Advisors who are willing to learn and grow in this vital position. Your main responsibility will be to connect with members, understand their needs, and offer tailored financial products including investment and lending solutions. Success in this role requires a keen understanding of individual financial behaviors and excellent interpersonal skills.
Key Responsibilities:
• Determine and guide members towards their financial desires
• Deliver investment, account, and lending services
• Educate members about product values through outreach
• Enhance member relationships by referring specialists
• Maintain compliance with documentation and policies
Requirements:
• Minimum of 1 year working in the financial sector
• Previous experience in customer-facing roles
• Portfolio management knowledge preferred
• IFIC licensing is an asset
• Actively pursuing Personal Financial Services Associate designation is a plus
Support Conexus members in achieving financial well-being and growth through your advisory skills.
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📌 La Ronge Financial Advisor Position (Saskatchewan)
🏢 Conexus Venture Capital
📍 Saskatchewan