Help Conexus members pursue future goals with investment expertise, mutual fund knowledge, and practical financial advice. Serve members within Saskatchewan's provincial credit union.

As a Financial Advisor, Investments, you will support an assigned portfolio by understanding member needs and fulfilling financial products. You will specialize in investments, including mutual funds, while addressing everyday banking, consumer investments, and registered products. Relationship development remains central.

Key Responsibilities:

- Provide advice and solutions supporting members' financial goals
- Fulfill memberships, accounts, investments, and registered products
- Educate members through proactive outreach activities




- Expand relationships through needs-based referrals and follow-up
- Represent Conexus externally and support membership growth

Requirements:

- Two to three years in advisory financial industry work
- Mutual fund product registration currently active
- Sales experience is considered an asset
- Working toward specified financial planning designations
- Investment Funds in Canada or CSC license

Bring investment guidance, mutual fund expertise, and relationship-building skills to Conexus members across Saskatchewan's credit union network.

📌 Credit Union Investment Advisor Saskatchewan (Regina)
🏢 HR Ghost Board
📍 Regina