Guide Conexus members toward financial goals through investment advice, mutual funds, and introductory financial planning. Support an assigned portfolio with member-focused solutions.
As a Financial Advisor, Investments, you will understand member goals and provide suitable financial services and products. Your investment specialization includes mutual funds, while your advice may address accounts, registered products, cards, and mobile banking. You will also support relationship growth and satisfaction.
Key Responsibilities: Identify members' goals and provide introductory financial planning
Offer investments, accounts, cards, and registered products
Conduct outreach explaining products and services
Refer members to appropriate subject matter experts
Maintain accurate documentation and operational controls
Requirements: Two to three years' advisory financial industry experience
Active registration to sell mutual fund products
Experience in sales considered an asset
Financial Planner or Personal Financial Services Advice progress
IFIC or CSC license required
Apply investment expertise, mutual fund knowledge, and member-focused advice as a Financial Advisor, Investments at Conexus.

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📌 Investment Financial Advisor Mutual Funds (Saskatchewan)
🏢 HR Ghost Board
📍 Saskatchewan