Moose Jaw Financial Advisor

Position: Moose Jaw Financial Advisor Role
Location: Haines Junction

Step into a rewarding career as a Financial Advisor based in Moose Jaw, helping members navigate their financial journeys. Leverage your advisory expertise to provide personalized solutions and support.

Conexus is seeking a full-time Financial Advisor to understand and achieve members' financial goals through proactive advising. You will conduct outreach to educate members on relevant financial services while enhancing relationship retention and satisfaction. Your experience in the financial industry will guide discussions on diversification and product fulfillment, ensuring members receive comprehensive support.

Key Responsibilities:

• Identify members' specific financial needs and goals

• Provide tailored account and investment advice

• Educate members through proactive outreach initiatives

• Enhance member relationships through expert referrals

• Manage risk versus growth effectively

Requirements:

• 1 to 2 years of advisory experience in finance

• Sales background is favorable

• Portfolio management experience preferred

• Actively completing financial planning designations

• Knowledge of IFIC is a plus

Bring your friendly demeanor and financial acumen to help members thrive at Conexus in Moose Jaw.
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