Support member financial goals as a temporary Financial Advisor at Conexus in Whitewood. Provide expert advice on banking products and services while fostering member relationships.
In this 14-month contract role, you will be pivotal in helping members achieve their financial aspirations. Prioritize member experience by identifying their needs and recommending tailored financial solutions. Your responsibilities will include facilitating access to various banking products such as accounts, credit lines, and consumer investment products.
Key Responsibilities:
• Identify and support members' financial goals proactively
• Provide comprehensive banking, investment, and lending products
• Conduct outreach to educate members on services




• Strengthen member relationships through referrals and follow-ups
• Ensure accurate documentation and compliance with policies
Requirements:
• 1-2 years of advisory experience in the financial industry
• Sales experience is an asset
• Progress towards financial planning certifications
• IFIC designation is preferred
• Solid interpersonal and organizational skills
Become a trusted financial resource for members and make a difference in Whitewood.
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📌 Temporary Financial Advisor in Whitewood
🏢 Conexus Credit Union
📍 Whitewood