Support financial goals in Regina through insightful advice, product knowledge, and member-focused relationship building at Conexus. Help members make confident financial decisions.

As a Financial Advisor, you will advise recent and existing non-portfolio aligned members. You will identify goals, provide financial solutions, and fulfill account, investment, lending, and banking services. The work also includes proactive outreach, referrals, follow-up, and accurate documentation.

Key Responsibilities:

- Identify members’ financial goals and recommend suitable solutions
- Provide account, investment, lending, card, and registered products
- Conduct outreach explaining product and service value
- Refer members to appropriate subject matter experts
- Follow up to support member satisfaction and retention

Requirements:

- One to two years’ financial industry advisory experience
- Sales experience considered an asset
- Financial Planner designation completed or in progress
- Personal Financial Services Advice designation completed or progressing
- Investment Funds in Canada considered an asset

Bring financial advice, product expertise, and relationship-building skills to support Conexus members’ goals in Regina.

📌 Financial Advisor Member Experience Regina (Canada)
🏢 Conexus Credit Union
📍 Canada