Experienced Financial Advisor in Saskatchewan

Drive financial success as a Senior Financial Advisor with Conexus in Prince Albert, Saskatchewan. Connect members to essential financial services, including lending and investment products, to fulfill their financial objectives.

In this role, you’ll act as a trusted advisor, helping members achieve their financial aspirations through comprehensive planning and tailored solutions. Your responsibilities include understanding their needs, offering relevant products like mutual funds and consumer loans, and ensuring high levels of member satisfaction through follow-up and education. Compliance with policies and operational efficiency will also be a focus.

Key Responsibilities:

• Assess and respond to members’ financial needs

• Deliver investment and lending solutions

• Generate outreach initiatives to showcase product value

• Ensure thorough compliance with documentation standards

• Assist the retail team with operational processes

Requirements:

• 5+ years of experience in financial advising

• Strong background in customer service

• IFIC License mandatory for mutual fund sales

• Required experience in loan underwriting

• Progress towards Personal Financial Services Associate designation

Make a meaningful impact in the lives of Conexus members through your financial expertise and advisory skills in Prince Albert.
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