Financial Advisor Member Experience

Support financial goals in Regina through insightful advice, product knowledge, and member-focused relationship building p members make confident financial decisions.

As a Financial Advisor, you will advise new and existing non-portfolio aligned members. You will identify goals, provide financial solutions, and fulfill account, investment, lending, and banking services. The work also includes proactive outreach, referrals, follow-up, and accurate documentation.

• Identify members’ financial goals and recommend suitable solutions
• Provide account, investment, lending, card, and registered products
• Conduct outreach explaining product and service value
• Refer members to appropriate subject matter experts
• Follow up to support member satisfaction and retention

• One to two years’ financial industry advisory experience
• Sales experience considered an asset
• Financial Planner designation completed or in progress
• Personal Financial Services Advice designation completed or progressing
• Investment Funds in Canada considered an asset

Bring financial advice, product expertise, and relationship-building skills to support Conexus members’ goals in Regina.