As a Financial Advisor, Investments, you will be responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the offering and fulfillment of financial services and products. As part of this role, you will specialize in all things investments, including mutual funds.

How youll be spending your time

Member Experience and Sales

Proactively identify members financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning

Provide account and investment products within scope of position, to meet member needs:

Memberships and accounts

Consumer investment products

Cards

Registered products

Safety deposit boxes

Mobile banking solutions

Day to day banking needs

Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services





Increase retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfaction

Compliance and Organizational Support

Ensure complete, accurate and timely documentation

Adhere to security and operational policies, procedures and operational controls

Ensure healthy balance between chance & risk and between growth & profitability (e.g. through understanding and application of profitability margins in rate negotiation, fee subsidies, etc.)

Positively represent Conexus externally to support the growth of our membership and to enhance credit union system support and collaboration

Proactively identify opportunities to enhance processes and improve operational efficiencies

Provide support, assistance and backup as required for retail team

📌 Investment Financial Services Representative (Regina)
🏢 Conexus Credit Union
📍 Regina