Senior Financial Advisor

Elevate your career as a Senior Financial Advisor at Conexus in Regina, Saskatchewan. Drive member success with expert advice, complex lending, and investment services to foster financial confidence.

In this pivotal role, you will leverage your 5+ years of financial advisory experience to support a diverse portfolio of members in achieving their financial goals. Your expertise will include consumer lending and investment solutions, alongside proactive outreach to enhance member relationships. You will be instrumental in creating a positive member experience and ensuring compliance with operational policies.

Key Responsibilities:

• Identify and achieve members’ financial goals proactively

• Offer diverse financial products including mutual funds

• Conduct outreach to educate members on services

• Strengthen relationships through effective referrals

• Document all activities accurately and timely

Requirements:

• 5+ years in financial advisory roles

• Experience in customer service environments

• IFIC licensing for Mutual Funds required

• Background in underwriting loans essential

• Pursuing Personal Financial Services Associate designation

Bring your financial expertise and relationship-building skills to help members flourish at Conexus in Regina.
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