Senior Financial Advisor
Job in
Regina, Saskatchewan, S4M, Canada
Listed on 2026-06-16
Listing for:
Conexus Venture Capital Inc.
Full Time
position Listed on 2026-06-16
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant, Banking & Finance, Financial Advisor
Job Description & How to Apply Below
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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Position Requirements
10+ Years
work experience
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