01 Nov
|
Conexus Credit Union
|
Saskatchewan
01 Nov
Conexus Credit Union
Saskatchewan
Support Saskatoon members with financial advice, investment products, and lending solutions as a full time temporary Financial Advisor at Conexus.
Based at Conexus’s Eighth branch, this Financial Advisor serves new and existing non-portfolio aligned members through February 2028. You will understand financial goals, recommend suitable products, and support confident decisions. The work combines advisory service, member outreach, relationship expansion, documentation, and operational support.
Key Responsibilities: Identify members’ financial goals and provide advice supporting achievement
Offer account, investment, lending, registered, card, and banking products
Conduct outreach explaining products and services to members
Refer members to experts and follow up on satisfaction
Maintain documentation, controls, processes, and retail team support
Requirements: One to two years’ financial industry advisory experience
Sales experience considered an asset
Complete or pursue Financial Planner and Personal Financial Services Advice designations
Investment Funds in Canada considered an asset
Manage sensitive information with discretion and relationship-building skills
Bring advisory experience, financial product knowledge, and member-focused relationship skills to Conexus’s Saskatoon Eighth branch.
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📌 Financial Advisor Saskatoon Eighth Branch (Saskatchewan)
🏢 Conexus Credit Union
📍 Saskatchewan