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 current 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.
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📌 Financial Advisor Member Experience Regina
🏢 Conexus Credit Union
📍 Regina