Serve Conexus members in Regina as a Financial Advisor, using financial advice and relationship-building skills in an in office setting.

This full time Financial Advisor prospect supports current and future hiring in Regina. You will understand members’ financial goals and provide advice, products, and services supporting their achievement. The work includes account, investment, lending, registered, card, and mobile banking solutions.

Key Responsibilities:
Identify members’ financial goals and recommend appropriate solutions
Offer account, investment, lending, and registered products
Conduct outreach educating members about products and services
Refer members to subject matter experts and follow up
Provide retail team support, 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 advisory experience, member-focused relationship building, and product knowledge to Conexus’s Regina retail branch team.

📌 Financial Advisor Regina Credit Union
🏢 HR Ghost Board
📍 Regina