Experienced Financial Advisor in Saskatchewan
Job in
Prince Albert, Saskatchewan, F6V, Canada
Listed on 2026-06-11
Listing for:
Conexus Venture Capital Inc.
Full Time
position Listed on 2026-06-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Financial Services, Financial Advisor
Job Description & How to Apply Below
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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