Support Moose Jaw members with financial advice, investment products, lending solutions, and account services as a full time Financial Advisor.
At Conexus, this Financial Advisor role helps new and existing non-portfolio aligned members pursue financial goals. You will identify needs, recommend products, and provide guidance across accounts, investments, lending, cards, registered products, and mobile banking. The position also emphasizes relationship growth, documentation, compliance, and operational improvement.
Key Responsibilities: Identify member goals and provide suitable financial advice
Offer accounts, investments, lending products, cards, and registered products
Conduct outreach educating members about products and services
Refer members to experts and follow up on satisfaction
Support retail teams with assistance and backup
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 in progress
Investment Funds in Canada considered an asset
Bring financial advice, relationship building, product knowledge, and sound documentation to Conexus members throughout Moose Jaw.