Support member financial goals as a Financial Advisor at Conexus’s Paradise Hill Branch, travelling as required to St. Walburg Branch.

This full-time advisory position serves current and existing non-portfolio aligned members. You will provide sound advice across accounts, investments, lending, cards, registered products, and banking solutions. Relationship building, problem solving, and financial services sales are central to the work.

Key Responsibilities:

- Identify financial goals and recommend suitable advice and solutions
- Provide account, investment, lending, card, and banking products
- Conduct outreach educating members about products and services
- Refer members to subject matter experts and follow up
- Maintain documentation and support retail team operations

Requirements:

- One to two years’ financial industry advisory experience
- Experience in portfolio management
- Sales experience considered an asset
- Financial Planner, Personal Financial Services Advice, or IFIC study
- Ability to manage sensitive information with discretion

Bring financial advice, relationship building, and product knowledge to support Conexus members across Paradise Hill and St. Walburg.

📌 Financial Advisor Paradise Hill Branch (Canada)
🏢 Conexus Credit Union
📍 Canada