Experienced Financial Advisor

Position: Experienced Financial Advisor Wanted
Location: Midale

Conexus seeks an experienced Financial Advisor in Midale to guide members through their financial decisions with personalized service. This position combines expertise with a commitment to community well-being.

As a Financial Advisor, your primary responsibility is to identify members’ financial goals and deliver insightful advice on a range of products and services. Engage with community members, providing education about offerings, while ensuring full compliance and operational efficiency within the credit union. Your proactive approach will foster long-term relationships and improve retention.

Key Responsibilities:

• Proactively identify and advise on financial objectives

• Offer various bank products to meet member needs

• Educate members through targeted outreach initiatives

• Maintain efficient and secure documentation practices

• Represent Conexus positively in the community

Requirements:

• 1 to 2 years of financial advisory experience

• Sales experience beneficial

• Pursuing financial planning designations preferred

• Knowledge of Investment Funds in Canada considered an asset

Utilize your passion for finance and member service to drive success for the Conexus community in Midale.
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