Build trusted member relationships at Conexus by applying financial advice, lending knowledge, and attentive listening. This Regina position supports everyday and future needs.
As a Financial Advisor, you will serve current and existing non-portfolio aligned members with sound advice. You will provide products within scope, including memberships, accounts, lines of credit, consumer investments, cards, registered products, and mobile banking. You will also support compliance and retail operations.
Key Responsibilities:
- Provide advice addressing members' goals and financial needs
- Offer memberships, accounts, lines of credit, and cards
- Provide consumer investment and registered products
- Maintain complete, accurate, timely documentation
- Support retail team members with assistance and backup
Requirements:
- Quick-thinking, attentive listening, and approachable relationship-building skills
- Knowledge of psychology influencing financial choices
- Discretion handling sensitive member information
- Ability to manage multiple projects simultaneously
- Commitment to ongoing learning and skill development
Use sound judgment, financial product knowledge, and listening skills to deliver thoughtful member support as a Conexus Financial Advisor.